-26.4%
ELAN vs HAS
+48.8%
-75.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | +0.9% |
| 7D | +11.9% | +1.6% | +10.3% | +11.2% |
| 30D | +18.3% | +26.6% | -8.4% | +7.0% |
| 3M | +19.7% | +29.0% | -9.2% | +7.4% |
| 6M | +23.7% | +30.6% | -6.9% | +9.4% |
| YTD | +17.1% | +51.5% | -34.4% | -2.7% |
| 1Y | +20.2% | +58.5% | -38.3% | -2.0% |
| 3Y | +148.1% | +214.1% | -66.0% | +49.6% |
| 5Y | -19.8% | +50.2% | -70.0% | -36.7% |
| All | -26.4% | +48.8% | -75.2% | -50.6% |
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