+178.5%
EXE vs HAS
+26.3%
+152.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.1% |
| 7D | -0.3% | -1.8% | +1.5% | 0.0% |
| 30D | +8.5% | +2.3% | +6.2% | +8.1% |
| 3M | +5.5% | +10.4% | -4.9% | +3.7% |
| 6M | -5.9% | -3.2% | -2.7% | -5.8% |
| YTD | -9.7% | +15.4% | -25.1% | -12.4% |
| 1Y | +3.6% | +18.8% | -15.2% | -0.1% |
| 3Y | +18.0% | +43.9% | -25.9% | +8.1% |
| 5Y | +109.4% | +13.9% | +95.5% | +94.6% |
| All | +178.5% | +26.3% | +152.2% | +163.1% |
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