+146.6%
XLK vs HAS
+10.8%
+135.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | +2.3% | -4.8% | +7.2% | +3.8% |
| 30D | +0.8% | -5.1% | +6.0% | +2.3% |
| 3M | +4.1% | +6.4% | -2.3% | +1.6% |
| 6M | +34.8% | -5.6% | +40.4% | +35.7% |
| YTD | +30.8% | +11.0% | +19.8% | +24.4% |
| 1Y | +42.4% | +16.8% | +25.6% | +32.8% |
| 3Y | +121.8% | +44.0% | +77.8% | +89.7% |
| 5Y | +146.6% | +11.0% | +135.6% | +148.5% |
| All | +146.6% | +10.8% | +135.8% | +148.5% |
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