+101.9%
HAS vs XHB
+271.6%
-169.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | -0.5% |
| 7D | +2.2% | +1.3% | +0.8% | +1.2% |
| 30D | +29.6% | +11.8% | +17.8% | +20.8% |
| 3M | +30.3% | -3.8% | +34.1% | +32.8% |
| 6M | +25.6% | +4.1% | +21.5% | +20.8% |
| YTD | +50.8% | +4.0% | +46.9% | +44.3% |
| 1Y | +63.0% | +1.6% | +61.4% | +58.1% |
| 3Y | +211.6% | +43.2% | +168.4% | +138.8% |
| 5Y | +50.4% | +35.8% | +14.6% | +16.5% |
| 10Y | +101.9% | +259.3% | -157.4% | -23.4% |
| All | +101.9% | +271.6% | -169.7% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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