+48.9%
HAS vs XPO
+165.6%
-116.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.5% |
| 7D | -1.8% | +2.4% | -4.2% | -2.4% |
| 30D | +2.3% | -3.5% | +5.8% | +2.9% |
| 3M | +10.4% | -11.9% | +22.3% | +13.1% |
| 6M | -3.2% | -10.0% | +6.7% | -1.8% |
| YTD | +15.4% | +42.1% | -26.7% | +5.1% |
| 1Y | +18.8% | +47.6% | -28.8% | +6.6% |
| All | +48.9% | +165.6% | -116.6% | +18.3% |
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