+339.4%
SMH vs HAS
+10.2%
+329.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +2.1% |
| 7D | +5.2% | -3.1% | +8.3% | +6.5% |
| 30D | -1.5% | -2.7% | +1.2% | -0.7% |
| 3M | -4.1% | +8.9% | -13.0% | -7.8% |
| 6M | +50.8% | -2.9% | +53.7% | +50.4% |
| YTD | +59.3% | +12.6% | +46.7% | +48.7% |
| 1Y | +94.1% | +17.5% | +76.6% | +77.6% |
| 3Y | +286.7% | +46.2% | +240.5% | +216.6% |
| 5Y | +339.4% | +12.6% | +326.8% | +342.1% |
| All | +339.4% | +10.2% | +329.2% | +342.1% |
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 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