+54.8%
EFA vs HAS
+10.2%
+44.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | 0.0% |
| 7D | +1.2% | -3.1% | +4.3% | +1.9% |
| 30D | -0.7% | -2.7% | +2.0% | -0.2% |
| 3M | +6.4% | +8.9% | -2.5% | +4.2% |
| 6M | +11.4% | -2.9% | +14.3% | +11.4% |
| YTD | +14.0% | +12.6% | +1.4% | +10.1% |
| 1Y | +20.2% | +17.5% | +2.7% | +14.9% |
| 3Y | +68.2% | +46.2% | +22.0% | +50.8% |
| 5Y | +54.8% | +12.6% | +42.2% | +52.5% |
| All | +54.8% | +10.2% | +44.6% | +52.5% |
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