+1,038.8%
HAS vs XPO
+10,043.1%
-9,004.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.6% | +0.9% |
| 7D | +2.2% | -1.9% | +4.1% | +2.4% |
| 30D | +29.6% | +2.5% | +27.1% | +29.1% |
| 3M | +30.3% | -7.2% | +37.5% | +31.2% |
| 6M | +25.6% | -8.1% | +33.7% | +26.4% |
| YTD | +50.8% | +38.3% | +12.5% | +44.2% |
| 1Y | +63.0% | +33.6% | +29.4% | +56.4% |
| 3Y | +211.6% | +133.1% | +78.5% | +176.8% |
| 5Y | +50.4% | +308.9% | -258.5% | +23.2% |
| 10Y | +101.9% | +1,371.8% | -1,269.9% | +46.5% |
| All | +1,038.8% | +10,043.1% | -9,004.2% | +636.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling