+39.6%
XLC vs HAS
+49.5%
-9.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.1% | -0.4% |
| 7D | +3.1% | +1.6% | +1.5% | +2.6% |
| 30D | -4.2% | +26.6% | -30.8% | -10.5% |
| 3M | -2.1% | +29.0% | -31.1% | -9.1% |
| 6M | -6.6% | +30.6% | -37.2% | -14.0% |
| YTD | -7.8% | +51.5% | -59.3% | -19.3% |
| 1Y | -4.1% | +58.5% | -62.6% | -17.3% |
| 3Y | +62.6% | +214.1% | -151.5% | +6.1% |
| 5Y | +39.6% | +50.2% | -10.6% | +26.4% |
| All | +39.6% | +49.5% | -9.9% | +26.4% |
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