+200.3%
EWT vs HAS
+45.6%
+154.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | 0.0% |
| 7D | +1.6% | -3.1% | +4.7% | +2.3% |
| 30D | +8.2% | -2.7% | +10.9% | +8.8% |
| 3M | +11.1% | +8.9% | +2.1% | +8.6% |
| 6M | +60.4% | -2.9% | +63.4% | +60.1% |
| YTD | +75.6% | +12.6% | +62.9% | +69.0% |
| 1Y | +91.3% | +17.5% | +73.8% | +82.0% |
| 3Y | +200.3% | +46.2% | +154.1% | +146.8% |
| All | +200.3% | +45.6% | +154.7% | +146.8% |
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 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