+1,054.2%
SMH vs HAS
+1,309.8%
-255.6%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.1% |
| 7D | -6.7% | +3.3% | -10.0% | -7.9% |
| 30D | -19.8% | +30.5% | -50.4% | -28.2% |
| 3M | -15.1% | +29.9% | -45.0% | -23.9% |
| 6M | -14.6% | +26.5% | -41.2% | -23.4% |
| YTD | +34.3% | +51.9% | -17.6% | +11.2% |
| 1Y | +35.2% | +60.9% | -25.7% | +9.3% |
| 3Y | +211.7% | +215.0% | -3.3% | +86.9% |
| 5Y | +240.5% | +51.5% | +189.0% | +168.9% |
| 10Y | +1,487.3% | +102.2% | +1,385.1% | +915.2% |
| All | +1,054.2% | +1,309.8% | -255.6% | +163.7% |
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