+2.0%
EWZ vs HAS
+62.1%
-60.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.6% |
| 7D | +0.6% | +2.0% | -1.4% | +0.3% |
| 30D | -25.5% | +30.9% | -56.4% | -28.8% |
| 3M | -4.5% | +28.8% | -33.3% | -8.7% |
| 6M | -15.3% | +32.3% | -47.6% | -19.5% |
| YTD | +3.1% | +54.7% | -51.6% | -6.4% |
| All | +2.0% | +62.1% | -60.1% | -8.8% |
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