+241.5%
SOXX vs HAS
+12.2%
+229.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.1% | -3.3% |
| 7D | +3.0% | -3.1% | +6.1% | +4.3% |
| 30D | -3.1% | -6.4% | +3.3% | -0.6% |
| 3M | -4.4% | +10.4% | -14.8% | -9.0% |
| 6M | +52.9% | -3.7% | +56.6% | +52.9% |
| YTD | +72.0% | +12.5% | +59.6% | +59.4% |
| 1Y | +105.1% | +19.8% | +85.3% | +84.2% |
| 3Y | +220.6% | +46.0% | +174.6% | +157.6% |
| All | +241.5% | +12.2% | +229.3% | +235.8% |
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