+26.4%
EWJ vs HAS
+16.0%
+10.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.7% |
| 7D | +1.0% | -4.8% | +5.8% | +2.0% |
| 30D | +1.0% | -5.1% | +6.1% | +2.0% |
| 3M | +7.2% | +6.4% | +0.8% | +5.4% |
| 6M | +13.9% | -5.6% | +19.5% | +14.2% |
| YTD | +20.8% | +11.0% | +9.8% | +16.0% |
| 1Y | +26.4% | +16.8% | +9.6% | +17.7% |
| All | +26.4% | +16.0% | +10.4% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling