-31.5%
ELAN vs HAS
+12.1%
-43.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.3% | -3.5% |
| 7D | -6.4% | -3.1% | -3.3% | -5.1% |
| 30D | +0.6% | -6.4% | +7.0% | +3.7% |
| 3M | 0.0% | +10.4% | -10.4% | -5.0% |
| 6M | -3.4% | -3.7% | +0.2% | -2.7% |
| YTD | +1.0% | +12.5% | -11.4% | -5.6% |
| 1Y | +24.7% | +19.8% | +4.9% | +12.9% |
| 3Y | +97.2% | +46.0% | +51.3% | +58.8% |
| 5Y | -31.5% | +12.5% | -44.0% | -38.8% |
| All | -31.5% | +12.1% | -43.6% | -38.8% |
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