-21.8%
EXE vs HAS
+59.5%
-81.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.9% |
| 7D | -6.6% | -0.2% | -6.4% | -6.6% |
| 30D | -4.0% | +31.0% | -35.0% | -3.8% |
| 3M | -7.5% | +30.7% | -38.1% | -7.3% |
| 6M | -11.7% | +23.9% | -35.6% | -11.7% |
| YTD | -22.0% | +48.3% | -70.3% | -22.4% |
| 1Y | -21.8% | +60.2% | -82.0% | -24.5% |
| All | -21.8% | +59.5% | -81.3% | -24.5% |
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