-31.9%
ELAN vs HAS
+13.4%
-45.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +1.6% | -1.8% | +3.4% | +2.4% |
| 30D | -6.6% | +2.3% | -8.8% | -7.5% |
| 3M | -0.8% | +10.4% | -11.2% | -5.1% |
| 6M | +0.2% | -3.2% | +3.5% | +0.8% |
| YTD | +8.3% | +15.4% | -7.1% | +1.1% |
| 1Y | +40.2% | +18.8% | +21.4% | +29.1% |
| 3Y | +97.7% | +43.9% | +53.8% | +64.0% |
| 5Y | -28.3% | +13.9% | -42.2% | -36.4% |
| All | -31.9% | +13.4% | -45.3% | -48.7% |
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