+370.3%
HPE vs HAS
+97.5%
+272.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.8% | -3.0% | -3.5% |
| 7D | +7.9% | +1.4% | +6.5% | +7.4% |
| 30D | -23.5% | +26.3% | -49.8% | -29.8% |
| 3M | -19.1% | +25.6% | -44.7% | -25.8% |
| 6M | +51.4% | +30.3% | +21.1% | +35.4% |
| YTD | +103.4% | +50.4% | +53.1% | +71.1% |
| 1Y | +114.4% | +57.7% | +56.7% | +76.8% |
| 3Y | +224.7% | +213.4% | +11.3% | +100.9% |
| 5Y | +277.8% | +49.1% | +228.7% | +204.5% |
| All | +370.3% | +97.5% | +272.7% | +228.4% |
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