+120.7%
XLK vs HAS
+43.5%
+77.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | +2.3% | -4.8% | +7.2% | +3.4% |
| 30D | +0.8% | -5.1% | +6.0% | +1.9% |
| 3M | +4.1% | +6.4% | -2.3% | +2.2% |
| 6M | +34.8% | -5.6% | +40.4% | +35.4% |
| YTD | +30.8% | +11.0% | +19.8% | +25.9% |
| 1Y | +42.4% | +16.8% | +25.6% | +34.9% |
| All | +120.7% | +43.5% | +77.2% | +84.3% |
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 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