+150.2%
XLE vs HAS
+51.1%
+99.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | -7.9% | +2.2% | -10.1% | -8.3% |
| 30D | -4.8% | +29.6% | -34.4% | -9.6% |
| 3M | +8.4% | +30.3% | -21.9% | +2.7% |
| 6M | +12.7% | +25.6% | -12.9% | +7.3% |
| YTD | +41.3% | +50.8% | -9.5% | +28.4% |
| 1Y | +42.3% | +63.0% | -20.7% | +26.9% |
| 3Y | +65.1% | +211.6% | -146.5% | +24.2% |
| 5Y | +150.2% | +50.4% | +99.8% | +123.9% |
| All | +150.2% | +51.1% | +99.1% | +123.9% |
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