+47.7%
XLE vs HAS
+58.1%
-10.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.0% |
| 7D | +5.4% | +1.4% | +4.0% | +5.4% |
| 30D | -3.9% | +26.3% | -30.2% | -3.6% |
| 3M | +7.0% | +25.6% | -18.6% | +7.3% |
| 6M | +14.2% | +30.3% | -16.0% | +15.3% |
| YTD | +48.2% | +50.4% | -2.2% | +46.8% |
| 1Y | +47.7% | +57.7% | -10.0% | +45.6% |
| All | +47.7% | +58.1% | -10.4% | +45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling