+216.7%
HAS vs ESI
+77.3%
+139.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.9% |
| 7D | +3.3% | -6.6% | +9.9% | +5.0% |
| 30D | +30.5% | -9.8% | +40.4% | +33.6% |
| 3M | +29.9% | -11.9% | +41.8% | +33.3% |
| 6M | +26.5% | -25.1% | +51.6% | +35.0% |
| YTD | +51.9% | +31.9% | +20.0% | +26.3% |
| 1Y | +60.9% | +19.2% | +41.7% | +39.6% |
| All | +216.7% | +77.3% | +139.4% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling