+43.4%
SMH vs HAS
+66.3%
-22.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.1% | -5.8% | -3.1% |
| 7D | -11.2% | +2.4% | -13.6% | -11.4% |
| 30D | -20.4% | +31.6% | -52.1% | -23.1% |
| 3M | -12.4% | +33.9% | -46.3% | -15.7% |
| 6M | -0.5% | +31.4% | -31.9% | -5.0% |
| YTD | +40.0% | +51.6% | -11.6% | +23.4% |
| 1Y | +43.4% | +65.2% | -21.8% | +21.0% |
| All | +43.4% | +66.3% | -22.9% | +21.0% |
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 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