+58.1%
XLE vs HAS
+182.9%
-124.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.7% | -1.3% | -2.7% |
| 7D | -10.3% | 0.0% | -10.3% | -10.3% |
| 30D | -3.3% | +31.3% | -34.6% | -7.6% |
| 3M | +8.2% | +32.1% | -23.9% | +3.2% |
| 6M | +5.0% | +28.1% | -23.1% | +0.6% |
| YTD | +40.6% | +49.1% | -8.5% | +29.4% |
| 1Y | +45.0% | +60.5% | -15.5% | +31.1% |
| All | +58.1% | +182.9% | -124.8% | +24.2% |
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