+74.2%
XLI vs HAS
+204.3%
-130.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.5% |
| 7D | -0.5% | +2.2% | -2.6% | -0.9% |
| 30D | -0.2% | +29.6% | -29.8% | -5.9% |
| 3M | -8.6% | +30.3% | -38.8% | -14.0% |
| 6M | -2.0% | +25.6% | -27.6% | -7.3% |
| YTD | +9.7% | +50.8% | -41.1% | -1.3% |
| 1Y | +11.4% | +63.0% | -51.6% | -1.8% |
| 3Y | +74.2% | +211.6% | -137.4% | +30.8% |
| All | +74.2% | +204.3% | -130.1% | +30.8% |
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