+38.8%
FXI vs HAS
+212.5%
-173.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -4.2% | +1.4% | -5.6% | -4.5% |
| 30D | -1.1% | +26.3% | -27.4% | -5.4% |
| 3M | -4.0% | +25.6% | -29.6% | -8.1% |
| 6M | -11.8% | +30.3% | -42.1% | -16.4% |
| YTD | -11.9% | +50.4% | -62.3% | -19.4% |
| 1Y | -16.1% | +57.7% | -73.8% | -24.2% |
| 3Y | +38.8% | +213.4% | -174.6% | +5.4% |
| All | +38.8% | +212.5% | -173.7% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling