+216.7%
SMH vs HAS
+50.4%
+166.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.2% | +3.8% |
| 7D | -11.2% | -0.2% | -11.1% | -11.1% |
| 30D | -25.8% | +31.0% | -56.8% | -33.1% |
| 3M | -18.8% | +30.7% | -49.5% | -27.0% |
| 6M | -15.6% | +23.9% | -39.5% | -23.1% |
| YTD | +28.8% | +48.3% | -19.5% | +8.0% |
| 1Y | +32.6% | +60.2% | -27.7% | +7.5% |
| 3Y | +213.6% | +189.2% | +24.4% | +91.1% |
| All | +216.7% | +50.4% | +166.3% | +184.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling