+1,331.5%
XLK vs HAS
+1,029.4%
+302.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | +3.4% | +1.4% | +2.0% | +2.9% |
| 30D | -10.6% | +26.3% | -36.9% | -17.1% |
| 3M | -10.6% | +25.6% | -36.2% | -17.2% |
| 6M | -3.5% | +30.3% | -33.7% | -12.1% |
| YTD | +18.7% | +50.4% | -31.7% | +2.5% |
| 1Y | +19.4% | +57.7% | -38.3% | +1.5% |
| 3Y | +94.5% | +213.4% | -118.9% | +29.2% |
| 5Y | +111.2% | +49.1% | +62.1% | +74.9% |
| 10Y | +707.2% | +98.5% | +608.7% | +466.6% |
| All | +1,331.5% | +1,029.4% | +302.1% | +388.5% |
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 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