+35.2%
SMH vs HAS
+63.0%
-27.8%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.9% |
| 7D | -6.7% | +3.3% | -10.0% | -7.0% |
| 30D | -19.8% | +30.5% | -50.4% | -22.3% |
| 3M | -15.1% | +29.9% | -45.0% | -17.6% |
| 6M | -14.6% | +26.5% | -41.2% | -17.4% |
| YTD | +34.3% | +51.9% | -17.6% | +20.0% |
| 1Y | +35.2% | +60.9% | -25.7% | +19.4% |
| All | +35.2% | +63.0% | -27.8% | +19.4% |
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