+213.4%
FXI vs HAS
+1,110.6%
-897.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | +0.2% |
| 7D | +5.7% | -0.2% | +5.8% | +5.7% |
| 30D | +4.6% | +31.0% | -26.5% | -5.6% |
| 3M | -2.8% | +30.7% | -33.4% | -12.3% |
| 6M | -6.1% | +23.9% | -30.0% | -14.3% |
| YTD | -8.0% | +48.3% | -56.3% | -22.1% |
| 1Y | -11.3% | +60.2% | -71.5% | -27.2% |
| 3Y | +42.6% | +189.2% | -146.6% | -10.1% |
| 5Y | -0.1% | +50.4% | -50.5% | -20.8% |
| 10Y | +22.7% | +104.2% | -81.4% | -27.6% |
| All | +213.4% | +1,110.6% | -897.2% | -30.6% |
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