+50.0%
EXPE vs HAS
+66.3%
-16.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +3.1% | +7.5% | +9.3% |
| 7D | +14.6% | +2.4% | +12.2% | +13.6% |
| 30D | +21.4% | +31.6% | -10.2% | +8.7% |
| 3M | +1.4% | +33.9% | -32.5% | -9.6% |
| 6M | +28.6% | +31.4% | -2.8% | +14.7% |
| YTD | +12.1% | +51.6% | -39.5% | -13.3% |
| 1Y | +50.0% | +65.2% | -15.2% | +6.1% |
| All | +50.0% | +66.3% | -16.3% | +6.1% |
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 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