+70.3%
SE vs HAS
+181.4%
-111.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.2% |
| 7D | +2.0% | -0.2% | +2.2% | +2.1% |
| 30D | -20.0% | +31.0% | -51.0% | -25.2% |
| 3M | -31.8% | +30.7% | -62.4% | -36.1% |
| 6M | -15.9% | +23.9% | -39.8% | -20.4% |
| YTD | -40.6% | +48.3% | -88.9% | -46.3% |
| 1Y | -50.7% | +60.2% | -110.9% | -56.3% |
| 3Y | +70.3% | +189.2% | -118.9% | +49.1% |
| All | +70.3% | +181.4% | -111.1% | +49.1% |
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