+107.2%
XBI vs HAS
+45.6%
+61.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.5% |
| 7D | -0.9% | -3.1% | +2.2% | -0.1% |
| 30D | +2.9% | -2.7% | +5.6% | +3.5% |
| 3M | +26.2% | +8.9% | +17.3% | +23.0% |
| 6M | +30.7% | -2.9% | +33.6% | +30.7% |
| YTD | +32.9% | +12.6% | +20.3% | +26.7% |
| 1Y | +72.3% | +17.5% | +54.8% | +61.8% |
| 3Y | +107.2% | +46.2% | +61.0% | +50.1% |
| All | +107.2% | +45.6% | +61.6% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling