+395.7%
EFA vs HAS
+975.1%
-579.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | +0.6% | -1.8% | +2.4% | +1.2% |
| 30D | +0.9% | +2.3% | -1.4% | +0.1% |
| 3M | +4.9% | +10.4% | -5.5% | +1.3% |
| 6M | +8.6% | -3.2% | +11.8% | +8.7% |
| YTD | +14.6% | +15.4% | -0.8% | +8.3% |
| 1Y | +22.6% | +18.8% | +3.8% | +14.6% |
| 3Y | +66.5% | +43.9% | +22.6% | +41.7% |
| 5Y | +54.5% | +13.9% | +40.6% | +38.7% |
| 10Y | +144.8% | +56.4% | +88.4% | +78.3% |
| All | +395.7% | +975.1% | -579.3% | +65.7% |
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