+48.6%
HAS vs XHB
+33.2%
+15.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.3% |
| 7D | -0.2% | +1.3% | -1.5% | -1.1% |
| 30D | +31.0% | +7.8% | +23.2% | +25.2% |
| 3M | +30.7% | -5.5% | +36.1% | +34.5% |
| 6M | +23.9% | -2.6% | +26.5% | +24.2% |
| YTD | +48.3% | +0.4% | +48.0% | +45.2% |
| 1Y | +60.2% | -1.0% | +61.2% | +58.1% |
| 3Y | +189.2% | +37.3% | +151.9% | +128.4% |
| All | +48.6% | +33.2% | +15.4% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling