+404.4%
SNXX vs HAS
+3.1%
+401.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.3% | -9.3% | -8.2% |
| 7D | +16.8% | -3.1% | +19.8% | +17.5% |
| 30D | +65.3% | -6.4% | +71.7% | +67.6% |
| 3M | -34.8% | +10.4% | -45.2% | -39.4% |
| 6M | +255.1% | -3.7% | +258.8% | +225.3% |
| All | +404.4% | +3.1% | +401.3% | +404.4% |
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 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