+29.9%
EMB vs HAS
+214.9%
-185.0%
-5.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | -0.7% |
| 7D | -0.7% | +1.6% | -2.3% | -0.8% |
| 30D | +0.5% | +26.6% | -26.1% | -1.1% |
| 3M | -2.5% | +29.0% | -31.4% | -4.2% |
| 6M | -2.0% | +30.6% | -32.6% | -4.0% |
| YTD | -0.9% | +51.5% | -52.4% | -4.1% |
| 1Y | -0.3% | +58.5% | -58.8% | -4.0% |
| All | +29.9% | +214.9% | -185.0% | +17.4% |
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