+142.6%
EWY vs HAS
+13.4%
+129.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.7% |
| 7D | +4.8% | -1.8% | +6.6% | +5.3% |
| 30D | +11.7% | +2.3% | +9.4% | +10.9% |
| 3M | -7.4% | +10.4% | -17.8% | -10.1% |
| 6M | +40.6% | -3.2% | +43.8% | +40.7% |
| YTD | +94.3% | +15.4% | +78.9% | +85.3% |
| 1Y | +164.3% | +18.8% | +145.5% | +149.7% |
| 3Y | +221.0% | +43.9% | +177.0% | +183.6% |
| All | +142.6% | +13.4% | +129.2% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling