+3,042.5%
EQT vs HAS
+3,509.7%
-467.3%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.4% |
| 7D | -0.8% | -3.1% | +2.3% | -0.3% |
| 30D | +6.6% | -2.7% | +9.3% | +7.2% |
| 3M | +4.4% | +8.9% | -4.5% | +2.4% |
| 6M | -10.5% | -2.9% | -7.6% | -10.5% |
| YTD | +3.7% | +12.6% | -8.9% | +0.6% |
| 1Y | +9.9% | +17.5% | -7.6% | +5.6% |
| 3Y | +35.4% | +46.2% | -10.9% | +22.1% |
| 5Y | +189.2% | +12.6% | +176.6% | +171.2% |
| 10Y | +50.7% | +55.7% | -5.0% | +28.5% |
| All | +3,042.5% | +3,509.7% | -467.3% | +1,854.1% |
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 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