+5.3%
FE vs HAS
+59.5%
-54.2%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | +4.1% | +31.0% | -26.9% | +2.8% |
| 3M | -1.0% | +30.7% | -31.7% | -2.3% |
| 6M | +4.0% | +23.9% | -19.9% | +2.9% |
| YTD | +6.8% | +48.3% | -41.5% | +6.0% |
| 1Y | +5.3% | +60.2% | -54.9% | +4.1% |
| All | +5.3% | +59.5% | -54.2% | +4.1% |
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