+102.7%
HPE vs HAS
+61.8%
+40.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +6.2% |
| 7D | -7.1% | +2.2% | -9.3% | -7.0% |
| 30D | -35.3% | +29.6% | -64.9% | -34.7% |
| 3M | -10.4% | +30.3% | -40.7% | -9.6% |
| 6M | +52.5% | +25.6% | +26.9% | +56.0% |
| YTD | +100.3% | +50.8% | +49.5% | +95.5% |
| All | +102.7% | +61.8% | +40.9% | +94.4% |
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 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