+874.1%
XBI vs HAS
+960.8%
-86.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.2% | -2.6% |
| 7D | +1.9% | +1.6% | +0.3% | +1.3% |
| 30D | +3.0% | +26.6% | -23.6% | -5.2% |
| 3M | -5.1% | +29.0% | -34.1% | -13.4% |
| 6M | +12.2% | +30.6% | -18.4% | +1.2% |
| YTD | +24.1% | +51.5% | -27.4% | +5.4% |
| 1Y | +33.1% | +58.5% | -25.4% | +11.1% |
| 3Y | +127.3% | +214.1% | -86.8% | +44.0% |
| 5Y | +20.2% | +50.2% | -30.0% | -2.4% |
| 10Y | +131.6% | +100.0% | +31.5% | +52.8% |
| All | +874.1% | +960.8% | -86.8% | +214.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling