+742.5%
HAS vs XHB
+173.9%
+568.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.0% |
| 7D | -1.8% | -1.3% | -0.5% | -1.2% |
| 30D | +2.3% | -6.9% | +9.1% | +5.8% |
| 3M | +10.4% | -1.3% | +11.6% | +10.6% |
| 6M | -3.2% | -6.8% | +3.6% | -0.8% |
| YTD | +15.4% | +0.7% | +14.7% | +13.7% |
| 1Y | +18.8% | -11.2% | +30.0% | +24.3% |
| 3Y | +43.9% | +25.3% | +18.6% | +26.7% |
| 5Y | +13.9% | +37.3% | -23.4% | -5.1% |
| 10Y | +56.4% | +211.5% | -155.1% | -12.0% |
| All | +742.5% | +173.9% | +568.6% | +256.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling