+2,557.3%
SOXX vs HAS
+1,163.0%
+1,394.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.7% |
| 7D | +5.6% | -3.1% | +8.7% | +7.1% |
| 30D | -2.7% | -2.7% | 0.0% | -1.7% |
| 3M | -7.5% | +8.9% | -16.4% | -11.6% |
| 6M | +63.5% | -2.9% | +66.4% | +63.1% |
| YTD | +75.7% | +12.6% | +63.0% | +62.9% |
| 1Y | +113.3% | +17.5% | +95.9% | +93.8% |
| 3Y | +227.4% | +46.2% | +181.2% | +159.8% |
| 5Y | +256.2% | +12.6% | +243.6% | +213.6% |
| 10Y | +1,512.5% | +55.7% | +1,456.8% | +982.8% |
| All | +2,557.3% | +1,163.0% | +1,394.3% | +379.5% |
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