+101.9%
HAS vs ESI
+323.5%
-221.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.1% | -3.4% | -0.1% |
| 7D | +2.2% | -3.5% | +5.6% | +3.1% |
| 30D | +29.6% | -9.3% | +38.8% | +33.1% |
| 3M | +30.3% | -12.8% | +43.1% | +34.9% |
| 6M | +25.6% | -24.6% | +50.2% | +35.0% |
| YTD | +50.8% | +32.7% | +18.1% | +27.9% |
| 1Y | +63.0% | +20.3% | +42.7% | +43.4% |
| 3Y | +211.6% | +80.2% | +131.4% | +128.4% |
| 5Y | +50.4% | +40.0% | +10.4% | +18.7% |
| 10Y | +101.9% | +310.8% | -208.9% | +1.1% |
| All | +101.9% | +323.5% | -221.6% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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