+142.5%
XLC vs HAS
+37.6%
+104.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -0.8% | -1.8% | +1.0% | -0.3% |
| 30D | +1.0% | +2.3% | -1.2% | +0.4% |
| 3M | -0.7% | +10.4% | -11.1% | -3.8% |
| 6M | -5.1% | -3.2% | -1.9% | -5.0% |
| YTD | -4.3% | +15.4% | -19.7% | -9.3% |
| 1Y | -0.6% | +18.8% | -19.4% | -6.9% |
| 3Y | +72.7% | +43.9% | +28.8% | +48.4% |
| 5Y | +38.0% | +13.9% | +24.1% | +25.6% |
| All | +142.5% | +37.6% | +104.8% | +86.3% |
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