+218.0%
XLE vs HAS
+13.4%
+204.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.2% | -1.8% | +4.0% | +2.6% |
| 30D | +11.8% | +2.3% | +9.5% | +11.2% |
| 3M | +9.8% | +10.4% | -0.5% | +7.4% |
| 6M | +15.6% | -3.2% | +18.8% | +15.7% |
| YTD | +45.3% | +15.4% | +29.8% | +39.3% |
| 1Y | +48.3% | +18.8% | +29.5% | +41.1% |
| 3Y | +55.4% | +43.9% | +11.5% | +38.9% |
| All | +218.0% | +13.4% | +204.6% | +221.3% |
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 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