+58.1%
XLE vs HAS
+181.4%
-123.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -12.0% | -0.2% | -11.8% | -12.0% |
| 30D | -2.7% | +31.0% | -33.8% | -7.0% |
| 3M | +6.6% | +30.7% | -24.1% | +1.9% |
| 6M | +9.5% | +23.9% | -14.4% | +5.6% |
| YTD | +40.6% | +48.3% | -7.8% | +29.5% |
| 1Y | +43.6% | +60.2% | -16.6% | +29.8% |
| 3Y | +58.1% | +189.2% | -131.1% | +24.3% |
| All | +58.1% | +181.4% | -123.3% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling