+155.2%
ETR vs HAS
+44.2%
+111.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.4% | -1.8% | +3.2% | +1.6% |
| 30D | +1.0% | +2.3% | -1.3% | +0.8% |
| 3M | -1.3% | +10.4% | -11.6% | -2.2% |
| 6M | +1.9% | -3.2% | +5.1% | +2.0% |
| YTD | +18.2% | +15.4% | +2.7% | +16.1% |
| 1Y | +24.7% | +18.8% | +5.9% | +22.1% |
| All | +155.2% | +44.2% | +111.0% | +138.5% |
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