+495.9%
HPE vs HAS
+53.3%
+442.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.4% | +10.1% | +8.6% |
| 7D | +10.1% | -3.1% | +13.2% | +11.3% |
| 30D | +5.3% | -2.7% | +8.0% | +6.1% |
| 3M | +12.7% | +8.9% | +3.8% | +8.3% |
| 6M | +167.7% | -2.9% | +170.6% | +165.9% |
| YTD | +135.5% | +12.6% | +122.8% | +120.6% |
| 1Y | +143.4% | +17.5% | +125.9% | +123.9% |
| 3Y | +249.2% | +46.2% | +203.0% | +187.6% |
| 5Y | +343.8% | +12.6% | +331.3% | +296.3% |
| 10Y | +495.9% | +55.7% | +440.2% | +367.7% |
| All | +495.9% | +53.3% | +442.6% | +367.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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