+56.0%
HAS vs XPO
+1,410.5%
-1,354.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -0.7% |
| 7D | -4.8% | -0.9% | -3.9% | -4.7% |
| 30D | -5.1% | -8.1% | +3.0% | -3.3% |
| 3M | +6.4% | -19.0% | +25.4% | +11.7% |
| 6M | -5.6% | -5.2% | -0.5% | -5.2% |
| YTD | +11.0% | +35.6% | -24.6% | +1.2% |
| 1Y | +16.8% | +41.1% | -24.3% | +4.6% |
| 3Y | +44.0% | +157.9% | -113.9% | +5.9% |
| 5Y | +11.0% | +265.6% | -254.6% | -29.3% |
| 10Y | +56.0% | +1,516.8% | -1,460.8% | -33.1% |
| All | +56.0% | +1,410.5% | -1,354.5% | -33.1% |
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