+269.6%
EMR vs HAS
+56.8%
+212.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -1.5% | -1.8% | +0.3% | -0.9% |
| 30D | -5.6% | +2.3% | -7.9% | -6.4% |
| 3M | +7.9% | +10.4% | -2.4% | +3.9% |
| 6M | +6.0% | -3.2% | +9.3% | +6.5% |
| YTD | +16.4% | +15.4% | +1.0% | +9.7% |
| 1Y | +16.6% | +18.8% | -2.2% | +8.6% |
| 3Y | +62.9% | +43.9% | +18.9% | +38.0% |
| 5Y | +60.1% | +13.9% | +46.2% | +44.9% |
| All | +269.6% | +56.8% | +212.8% | +195.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling