-49.1%
TE vs HAS
+61.8%
-110.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -2.0% |
| 7D | -10.5% | +2.2% | -12.7% | -9.4% |
| 30D | -32.4% | +29.6% | -62.0% | -20.5% |
| 3M | -60.9% | +30.3% | -91.1% | -53.4% |
| 6M | -62.8% | +25.6% | -88.4% | -56.3% |
| YTD | -65.7% | +50.8% | -116.5% | -52.8% |
| All | -49.1% | +61.8% | -110.9% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling