+955.3%
XBI vs HAS
+708.0%
+247.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.9% | -1.8% | +2.7% | +1.5% |
| 30D | +7.1% | +2.3% | +4.8% | +6.1% |
| 3M | +22.9% | +10.4% | +12.5% | +18.1% |
| 6M | +29.7% | -3.2% | +32.9% | +29.8% |
| YTD | +34.5% | +15.4% | +19.1% | +25.8% |
| 1Y | +76.1% | +18.8% | +57.3% | +62.7% |
| 3Y | +103.2% | +43.9% | +59.3% | +69.8% |
| 5Y | +22.8% | +13.9% | +9.0% | +9.8% |
| 10Y | +176.3% | +56.4% | +119.9% | +98.4% |
| All | +955.3% | +708.0% | +247.3% | +275.7% |
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