+1,253.2%
SMH vs HAS
+970.8%
+282.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | +2.5% | -1.8% | +4.3% | +3.3% |
| 30D | -0.5% | +2.3% | -2.7% | -1.5% |
| 3M | -9.6% | +10.4% | -20.0% | -13.6% |
| 6M | +42.1% | -3.2% | +45.3% | +42.1% |
| YTD | +57.4% | +15.4% | +42.0% | +46.1% |
| 1Y | +96.2% | +18.8% | +77.4% | +79.7% |
| 3Y | +267.9% | +43.9% | +224.0% | +201.8% |
| 5Y | +327.7% | +13.9% | +313.8% | +279.9% |
| 10Y | +1,764.6% | +56.4% | +1,708.2% | +1,224.6% |
| All | +1,253.2% | +970.8% | +282.4% | +246.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling