+151.8%
HPE vs HAS
+16.0%
+135.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.2% |
| 7D | +13.6% | -4.8% | +18.5% | +14.0% |
| 30D | +7.7% | -5.1% | +12.9% | +8.0% |
| 3M | +22.4% | +6.4% | +16.0% | +20.7% |
| 6M | +172.6% | -5.6% | +178.2% | +174.0% |
| YTD | +147.5% | +11.0% | +136.5% | +135.1% |
| 1Y | +151.8% | +16.8% | +135.0% | +128.0% |
| All | +151.8% | +16.0% | +135.8% | +128.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling