+869.9%
XBI vs HAS
+952.7%
-82.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | -0.2% |
| 7D | -1.1% | +1.4% | -2.5% | -1.5% |
| 30D | +2.6% | +26.3% | -23.7% | -5.5% |
| 3M | -4.0% | +25.6% | -29.6% | -11.6% |
| 6M | +10.9% | +30.3% | -19.3% | +0.1% |
| YTD | +23.6% | +50.4% | -26.8% | +5.2% |
| 1Y | +35.1% | +57.7% | -22.6% | +13.0% |
| 3Y | +125.2% | +213.4% | -88.2% | +42.8% |
| 5Y | +19.7% | +49.1% | -29.3% | -2.5% |
| 10Y | +130.6% | +98.5% | +32.1% | +52.5% |
| All | +869.9% | +952.7% | -82.8% | +214.2% |
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