+103.2%
EMR vs HAS
+214.9%
-111.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +2.0% | +0.7% |
| 7D | +2.7% | +1.6% | +1.0% | +2.0% |
| 30D | +2.1% | +26.6% | -24.5% | -6.6% |
| 3M | +2.3% | +29.0% | -26.7% | -7.1% |
| 6M | +22.5% | +30.6% | -8.1% | +10.0% |
| YTD | +27.2% | +51.5% | -24.3% | +7.7% |
| 1Y | +28.0% | +58.5% | -30.5% | +6.6% |
| All | +103.2% | +214.9% | -111.7% | +34.0% |
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