+12.6%
HAS vs SPXS
-85.9%
+98.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -1.9% |
| 7D | -3.1% | -1.5% | -1.6% | -3.5% |
| 30D | -2.7% | +3.7% | -6.4% | -1.5% |
| 3M | +8.9% | -9.6% | +18.5% | +6.2% |
| 6M | -2.9% | -32.4% | +29.5% | -13.0% |
| YTD | +12.6% | -28.7% | +41.3% | +3.1% |
| 1Y | +17.5% | -38.1% | +55.6% | +3.7% |
| 3Y | +46.2% | -80.1% | +126.3% | -1.3% |
| 5Y | +12.6% | -85.9% | +98.5% | -24.1% |
| All | +12.6% | -85.9% | +98.5% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling