+19.2%
FXI vs HAS
+97.5%
-78.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -4.2% | +1.4% | -5.6% | -4.5% |
| 30D | -1.1% | +26.3% | -27.4% | -6.4% |
| 3M | -4.0% | +25.6% | -29.6% | -9.1% |
| 6M | -11.8% | +30.3% | -42.1% | -17.6% |
| YTD | -11.9% | +50.4% | -62.3% | -20.7% |
| 1Y | -16.1% | +57.7% | -73.8% | -25.4% |
| 3Y | +38.8% | +213.4% | -174.6% | +2.7% |
| 5Y | -9.1% | +49.1% | -58.2% | -20.9% |
| All | +19.2% | +97.5% | -78.4% | -8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling