+20.1%
FXI vs HAS
+106.1%
-86.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.2% |
| 7D | +4.4% | +2.2% | +2.2% | +3.9% |
| 30D | +1.2% | +29.6% | -28.3% | -4.7% |
| 3M | -4.2% | +30.3% | -34.4% | -10.0% |
| 6M | -6.2% | +25.6% | -31.8% | -11.6% |
| YTD | -8.8% | +50.8% | -59.6% | -18.0% |
| 1Y | -11.6% | +63.0% | -74.6% | -22.0% |
| 3Y | +45.1% | +211.6% | -166.4% | +7.7% |
| 5Y | -1.2% | +50.4% | -51.6% | -14.1% |
| 10Y | +20.1% | +101.9% | -81.8% | -8.0% |
| All | +20.1% | +106.1% | -86.0% | -8.0% |
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