-18.9%
EXE vs HAS
+66.3%
-85.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.0% | -2.9% |
| 7D | -4.7% | +2.4% | -7.1% | -4.6% |
| 30D | +1.0% | +31.6% | -30.6% | +1.2% |
| 3M | -5.6% | +33.9% | -39.5% | -5.4% |
| 6M | -12.3% | +31.4% | -43.7% | -12.1% |
| YTD | -19.5% | +51.6% | -71.1% | -19.8% |
| 1Y | -18.9% | +65.2% | -84.1% | -21.7% |
| All | -18.9% | +66.3% | -85.2% | -21.7% |
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 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