+221.8%
FXI vs HAS
+842.0%
-620.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | +1.0% | -1.8% | +2.8% | +1.7% |
| 30D | -0.6% | +2.3% | -2.8% | -1.5% |
| 3M | +1.9% | +10.4% | -8.4% | -2.3% |
| 6M | -0.2% | -3.2% | +3.1% | -0.2% |
| YTD | -5.6% | +15.4% | -21.0% | -12.0% |
| 1Y | -4.7% | +18.8% | -23.5% | -12.3% |
| 3Y | +38.0% | +43.9% | -5.9% | +13.5% |
| 5Y | -2.7% | +13.9% | -16.6% | -14.3% |
| 10Y | +19.9% | +56.4% | -36.5% | -21.7% |
| All | +221.8% | +842.0% | -620.3% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling