+68.9%
SE vs HAS
+214.3%
-145.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | 0.0% | +3.3% | -3.2% | -0.6% |
| 30D | -19.4% | +30.5% | -49.9% | -24.5% |
| 3M | -33.1% | +29.9% | -63.0% | -37.2% |
| 6M | -11.4% | +26.5% | -38.0% | -16.6% |
| YTD | -39.8% | +51.9% | -91.7% | -45.8% |
| 1Y | -50.5% | +60.9% | -111.4% | -56.1% |
| 3Y | +68.9% | +215.0% | -146.1% | +57.7% |
| All | +68.9% | +214.3% | -145.4% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling