+4,316.7%
ETR vs HAS
+3,598.5%
+718.3%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.4% | -1.8% | +3.2% | +1.7% |
| 30D | +1.0% | +2.3% | -1.3% | +0.6% |
| 3M | -1.3% | +10.4% | -11.6% | -2.8% |
| 6M | +1.9% | -3.2% | +5.1% | +1.9% |
| YTD | +18.2% | +15.4% | +2.7% | +15.1% |
| 1Y | +24.7% | +18.8% | +5.9% | +20.8% |
| 3Y | +150.7% | +43.9% | +106.7% | +132.6% |
| 5Y | +127.0% | +13.9% | +113.1% | +115.2% |
| 10Y | +295.5% | +56.4% | +239.0% | +246.6% |
| All | +4,316.7% | +3,598.5% | +718.3% | +2,534.0% |
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 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