+380.2%
EFA vs HAS
+1,304.9%
-924.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.5% |
| 7D | +1.2% | +2.2% | -0.9% | +0.6% |
| 30D | +1.5% | +29.6% | -28.1% | -6.5% |
| 3M | -3.3% | +30.3% | -33.6% | -11.2% |
| 6M | +2.6% | +25.6% | -23.1% | -5.3% |
| YTD | +11.0% | +50.8% | -39.8% | -3.7% |
| 1Y | +15.1% | +63.0% | -47.9% | -2.6% |
| 3Y | +67.6% | +211.6% | -143.9% | +11.6% |
| 5Y | +50.5% | +50.4% | +0.1% | +23.8% |
| 10Y | +144.8% | +101.9% | +42.9% | +64.7% |
| All | +380.2% | +1,304.9% | -924.7% | +47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling