+52.7%
IEFA vs HAS
+10.2%
+42.4%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | +1.2% | -3.1% | +4.3% | +1.8% |
| 30D | -0.6% | -2.7% | +2.1% | 0.0% |
| 3M | +6.2% | +8.9% | -2.7% | +4.0% |
| 6M | +11.2% | -2.9% | +14.1% | +11.2% |
| YTD | +14.2% | +12.6% | +1.5% | +10.3% |
| 1Y | +20.0% | +17.5% | +2.6% | +14.7% |
| 3Y | +68.8% | +46.2% | +22.6% | +51.1% |
| 5Y | +52.7% | +12.6% | +40.1% | +50.0% |
| All | +52.7% | +10.2% | +42.4% | +50.0% |
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 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