+94.1%
HAS vs XPO
+1,236.5%
-1,142.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | +1.6% | +6.9% | -5.2% | -0.1% |
| 30D | +26.6% | +4.1% | +22.5% | +25.2% |
| 3M | +29.0% | -9.7% | +38.7% | +31.9% |
| 6M | +30.6% | -3.8% | +34.4% | +30.7% |
| YTD | +51.5% | +38.8% | +12.8% | +37.0% |
| 1Y | +58.5% | +34.2% | +24.2% | +44.2% |
| 3Y | +214.1% | +126.9% | +87.2% | +139.3% |
| 5Y | +50.2% | +297.5% | -247.3% | -6.5% |
| All | +94.1% | +1,236.5% | -1,142.4% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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