+211.6%
HAS vs EME
+214.6%
-3.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.3% | -5.6% | +0.8% |
| 7D | +2.2% | -4.4% | +6.5% | +2.5% |
| 30D | +29.6% | -17.3% | +46.8% | +32.6% |
| 3M | +30.3% | -20.0% | +50.3% | +33.8% |
| 6M | +25.6% | -29.1% | +54.7% | +31.7% |
| YTD | +50.8% | +6.9% | +43.9% | +45.6% |
| 1Y | +63.0% | +0.8% | +62.3% | +59.0% |
| 3Y | +211.6% | +214.4% | -2.8% | +110.0% |
| All | +211.6% | +214.6% | -3.0% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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