+59.2%
EWT vs HAS
+58.1%
+1.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +9.1% | +1.4% | +7.7% | +9.0% |
| 30D | -12.2% | +26.3% | -38.5% | -14.7% |
| 3M | -9.4% | +25.6% | -35.0% | -12.0% |
| 6M | +2.7% | +30.3% | -27.6% | -2.0% |
| YTD | +53.3% | +50.4% | +2.9% | +41.9% |
| 1Y | +59.2% | +57.7% | +1.5% | +45.8% |
| All | +59.2% | +58.1% | +1.1% | +45.8% |
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 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