+54.2%
EWZ vs HAS
+48.2%
+5.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +0.8% | +1.4% | -0.6% | +0.5% |
| 30D | -24.4% | +26.3% | -50.6% | -27.8% |
| 3M | -4.6% | +25.6% | -30.2% | -8.8% |
| 6M | -11.6% | +30.3% | -41.8% | -16.4% |
| YTD | +2.4% | +50.4% | -48.0% | -6.2% |
| 1Y | +2.1% | +57.7% | -55.6% | -7.4% |
| 3Y | +18.7% | +213.4% | -194.7% | -7.5% |
| All | +54.2% | +48.2% | +5.9% | +41.7% |
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 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