+160.8%
TE vs HAS
+17.8%
+143.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.4% | +12.4% | +8.9% |
| 7D | +18.2% | -3.1% | +21.3% | +16.8% |
| 30D | -13.5% | -2.7% | -10.8% | -14.4% |
| 3M | -44.6% | +8.9% | -53.5% | -42.5% |
| 6M | -24.7% | -2.9% | -21.8% | -24.6% |
| YTD | -24.3% | +12.6% | -36.9% | -25.2% |
| All | +160.8% | +17.8% | +143.1% | +153.1% |
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