-46.0%
SE vs HAS
+60.2%
-106.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | 0.0% | +3.3% | -3.2% | -0.4% |
| 30D | -19.4% | +30.5% | -49.9% | -23.3% |
| 3M | -33.1% | +29.9% | -63.0% | -36.2% |
| 6M | -11.4% | +26.5% | -38.0% | -14.7% |
| YTD | -39.8% | +51.9% | -91.7% | -42.3% |
| All | -46.0% | +60.2% | -106.3% | -46.4% |
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