+232.1%
HPE vs HAS
+50.4%
+181.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +1.5% |
| 7D | -18.7% | -0.2% | -18.6% | -18.7% |
| 30D | -37.9% | +31.0% | -68.9% | -43.2% |
| 3M | -14.4% | +30.7% | -45.1% | -21.8% |
| 6M | +48.2% | +23.9% | +24.3% | +36.7% |
| YTD | +88.6% | +48.3% | +40.3% | +61.6% |
| 1Y | +94.8% | +60.2% | +34.6% | +61.8% |
| 3Y | +202.7% | +189.2% | +13.5% | +97.4% |
| All | +232.1% | +50.4% | +181.7% | +186.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling