+1,876.8%
SMH vs HAS
+54.3%
+1,822.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.6% |
| 7D | +4.3% | -4.8% | +9.2% | +6.2% |
| 30D | +0.9% | -5.1% | +6.0% | +2.7% |
| 3M | -2.8% | +6.4% | -9.2% | -5.5% |
| 6M | +45.6% | -5.6% | +51.3% | +47.0% |
| YTD | +59.5% | +11.0% | +48.5% | +50.7% |
| 1Y | +93.4% | +16.8% | +76.7% | +79.0% |
| 3Y | +287.1% | +44.0% | +243.1% | +221.4% |
| 5Y | +338.0% | +11.0% | +327.1% | +297.0% |
| 10Y | +1,876.8% | +56.0% | +1,820.8% | +1,459.7% |
| All | +1,876.8% | +54.3% | +1,822.6% | +1,459.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling