+150.7%
XBI vs HAS
+59.3%
+91.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -2.0% |
| 7D | -4.6% | -3.1% | -1.5% | -3.7% |
| 30D | -0.8% | -6.4% | +5.6% | +1.2% |
| 3M | +21.8% | +10.4% | +11.4% | +17.6% |
| 6M | +23.2% | -3.7% | +26.9% | +23.4% |
| YTD | +28.7% | +12.5% | +16.3% | +22.2% |
| 1Y | +67.8% | +19.8% | +47.9% | +55.7% |
| 3Y | +100.6% | +46.0% | +54.7% | +69.7% |
| 5Y | +19.8% | +12.5% | +7.3% | +8.6% |
| All | +150.7% | +59.3% | +91.3% | +95.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling