+1,024.7%
XLE vs HAS
+766.9%
+257.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +2.2% | -1.8% | +4.0% | +2.7% |
| 30D | +11.8% | +2.3% | +9.5% | +11.0% |
| 3M | +9.8% | +10.4% | -0.5% | +6.5% |
| 6M | +15.6% | -3.2% | +18.8% | +15.4% |
| YTD | +45.3% | +15.4% | +29.8% | +37.8% |
| 1Y | +48.3% | +18.8% | +29.5% | +39.2% |
| 3Y | +55.4% | +43.9% | +11.5% | +34.9% |
| 5Y | +216.1% | +13.9% | +202.2% | +186.5% |
| 10Y | +178.4% | +56.4% | +122.0% | +119.8% |
| All | +1,024.7% | +766.9% | +257.9% | +487.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling