+23.5%
XBI vs HAS
+51.6%
-28.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | +0.1% | +3.3% | -3.2% | -0.9% |
| 30D | +0.8% | +30.5% | -29.7% | -7.7% |
| 3M | -1.9% | +29.9% | -31.8% | -10.2% |
| 6M | +15.2% | +26.5% | -11.3% | +5.8% |
| YTD | +27.3% | +51.9% | -24.6% | +8.6% |
| 1Y | +41.5% | +60.9% | -19.5% | +18.0% |
| 3Y | +133.1% | +215.0% | -81.9% | +43.7% |
| All | +23.5% | +51.6% | -28.1% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling