+16.4%
ELV vs HAS
+10.2%
+6.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -1.1% |
| 7D | -0.3% | -3.1% | +2.8% | 0.0% |
| 30D | +2.0% | -2.7% | +4.7% | +2.2% |
| 3M | -3.5% | +8.9% | -12.4% | -4.4% |
| 6M | +40.2% | -2.9% | +43.1% | +40.3% |
| YTD | +15.8% | +12.6% | +3.2% | +14.0% |
| 1Y | +33.2% | +17.5% | +15.7% | +30.5% |
| 3Y | -6.2% | +46.2% | -52.4% | -10.4% |
| 5Y | +16.4% | +12.6% | +3.8% | +19.3% |
| All | +16.4% | +10.2% | +6.2% | +19.3% |
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