+12.6%
HAS vs XPO
+271.9%
-259.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.0% |
| 7D | -3.1% | +2.7% | -5.8% | -3.7% |
| 30D | -2.7% | -6.2% | +3.5% | -1.4% |
| 3M | +8.9% | -15.4% | +24.3% | +12.9% |
| 6M | -2.9% | +0.7% | -3.7% | -3.9% |
| YTD | +12.6% | +39.8% | -27.2% | +2.4% |
| 1Y | +17.5% | +43.3% | -25.8% | +5.4% |
| 3Y | +46.2% | +166.0% | -119.8% | +8.2% |
| 5Y | +12.6% | +274.2% | -261.6% | -30.2% |
| All | +12.6% | +271.9% | -259.4% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling