+30.1%
XEL vs HAS
+10.2%
+19.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.8% |
| 7D | +1.3% | -3.1% | +4.4% | +1.6% |
| 30D | -1.5% | -2.7% | +1.2% | -1.3% |
| 3M | -0.2% | +8.9% | -9.1% | -1.2% |
| 6M | -5.4% | -2.9% | -2.5% | -5.4% |
| YTD | +5.6% | +12.6% | -7.0% | +3.9% |
| 1Y | +10.5% | +17.5% | -7.0% | +8.1% |
| 3Y | +49.2% | +46.2% | +3.0% | +40.2% |
| 5Y | +30.1% | +12.6% | +17.5% | +23.8% |
| All | +30.1% | +10.2% | +19.9% | +23.8% |
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 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