+44.6%
EEM vs HAS
+13.4%
+31.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +2.3% | -1.8% | +4.1% | +2.7% |
| 30D | +4.5% | +2.3% | +2.3% | +4.0% |
| 3M | -0.1% | +10.4% | -10.4% | -2.5% |
| 6M | +16.9% | -3.2% | +20.2% | +17.1% |
| YTD | +26.2% | +15.4% | +10.8% | +21.3% |
| 1Y | +40.5% | +18.8% | +21.7% | +33.9% |
| 3Y | +86.2% | +43.9% | +42.2% | +67.7% |
| All | +44.6% | +13.4% | +31.2% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling