+65.2%
HAS vs IBB
+42.2%
+23.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.4% | +2.3% |
| 7D | +2.4% | +2.2% | +0.2% | +1.8% |
| 30D | +31.6% | +6.3% | +25.3% | +29.3% |
| 3M | +33.9% | +16.3% | +17.6% | +28.2% |
| 6M | +31.4% | +30.0% | +1.4% | +21.7% |
| YTD | +51.6% | +31.1% | +20.5% | +38.3% |
| 1Y | +65.2% | +42.0% | +23.2% | +45.7% |
| All | +65.2% | +42.2% | +23.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling