+432.5%
EWZ vs HAS
+1,031.9%
-599.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | +6.5% | -1.8% | +8.3% | +7.2% |
| 30D | +4.8% | +2.3% | +2.6% | +3.9% |
| 3M | +9.9% | +10.4% | -0.5% | +5.5% |
| 6M | +1.9% | -3.2% | +5.2% | +2.0% |
| YTD | +20.3% | +15.4% | +4.9% | +12.6% |
| 1Y | +35.6% | +18.8% | +16.8% | +25.2% |
| 3Y | +43.4% | +43.9% | -0.5% | +18.6% |
| 5Y | +55.9% | +13.9% | +42.1% | +36.3% |
| 10Y | +84.2% | +56.4% | +27.7% | +29.6% |
| All | +432.5% | +1,031.9% | -599.4% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling