-55.2%
TE vs HAS
+25.7%
-80.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.1% |
| 7D | -12.6% | -0.2% | -12.4% | -12.7% |
| 30D | -36.7% | +31.0% | -67.8% | -18.2% |
| 3M | -57.5% | +30.7% | -88.1% | -44.6% |
| 6M | -55.2% | +23.9% | -79.1% | -50.1% |
| All | -55.2% | +25.7% | -80.9% | -50.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling