+111.4%
XLK vs HAS
+48.2%
+63.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | +3.4% | +1.4% | +2.0% | +3.0% |
| 30D | -10.6% | +26.3% | -36.9% | -16.6% |
| 3M | -10.6% | +25.6% | -36.2% | -16.6% |
| 6M | -3.5% | +30.3% | -33.7% | -11.5% |
| YTD | +18.7% | +50.4% | -31.7% | +3.1% |
| 1Y | +19.4% | +57.7% | -38.3% | +2.0% |
| 3Y | +94.5% | +213.4% | -118.9% | +26.4% |
| All | +111.4% | +48.2% | +63.2% | +95.1% |
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