+245.4%
EQX vs HAS
+49.8%
+195.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -0.9% |
| 7D | +3.8% | -3.1% | +6.9% | +4.3% |
| 30D | +9.4% | -2.7% | +12.1% | +9.9% |
| 3M | +16.8% | +8.9% | +7.9% | +15.1% |
| 6M | -23.7% | -2.9% | -20.8% | -23.5% |
| YTD | -9.6% | +12.6% | -22.2% | -11.3% |
| 1Y | +29.1% | +17.5% | +11.7% | +25.8% |
| 3Y | +175.3% | +46.2% | +129.1% | +155.3% |
| 5Y | +77.3% | +12.6% | +64.7% | +67.3% |
| All | +245.4% | +49.8% | +195.6% | +309.8% |
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