+189.2%
HAS vs XPO
+122.0%
+67.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | -0.2% | -6.7% | +6.5% | +1.4% |
| 30D | +31.0% | -1.9% | +32.9% | +31.5% |
| 3M | +30.7% | -9.9% | +40.5% | +33.4% |
| 6M | +23.9% | -16.4% | +40.3% | +28.1% |
| YTD | +48.3% | +30.2% | +18.1% | +36.7% |
| 1Y | +60.2% | +29.9% | +30.3% | +47.5% |
| 3Y | +189.2% | +122.6% | +66.6% | +124.3% |
| All | +189.2% | +122.0% | +67.2% | +124.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling