+17.5%
HAS vs XHB
-15.1%
+32.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.4% |
| 7D | -3.1% | +0.2% | -3.3% | -3.2% |
| 30D | -2.7% | -9.1% | +6.4% | +1.2% |
| 3M | +8.9% | -2.3% | +11.2% | +9.6% |
| 6M | -2.9% | -4.1% | +1.2% | -1.2% |
| YTD | +12.6% | -1.7% | +14.3% | +13.4% |
| 1Y | +17.5% | -15.1% | +32.6% | +29.8% |
| All | +17.5% | -15.1% | +32.6% | +29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling