+4.8%
EFX vs HAS
+212.5%
-207.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | -0.8% | +1.4% | -2.2% | -1.3% |
| 30D | +25.1% | +26.3% | -1.2% | +15.1% |
| 3M | +1.7% | +25.6% | -23.9% | -6.4% |
| 6M | +18.4% | +30.3% | -11.9% | +7.2% |
| YTD | -12.5% | +50.4% | -62.9% | -25.3% |
| 1Y | -8.1% | +57.7% | -65.8% | -22.9% |
| 3Y | +4.8% | +213.4% | -208.6% | -34.0% |
| All | +4.8% | +212.5% | -207.7% | -34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling