+156.3%
ETR vs HAS
+212.5%
-56.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +1.2% | +1.4% | -0.2% | +1.0% |
| 30D | +7.0% | +26.3% | -19.3% | +5.0% |
| 3M | +4.6% | +25.6% | -21.0% | +2.7% |
| 6M | +0.1% | +30.3% | -30.1% | -2.1% |
| YTD | +23.2% | +50.4% | -27.2% | +18.5% |
| 1Y | +20.6% | +57.7% | -37.1% | +15.5% |
| 3Y | +156.3% | +213.4% | -57.1% | +118.5% |
| All | +156.3% | +212.5% | -56.2% | +118.5% |
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