+162.4%
XLU vs HAS
+97.5%
+64.9%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +2.1% | +1.4% | +0.7% | +1.9% |
| 30D | +5.6% | +26.3% | -20.7% | +1.2% |
| 3M | +0.7% | +25.6% | -24.9% | -3.4% |
| 6M | -0.1% | +30.3% | -30.3% | -5.1% |
| YTD | +5.3% | +50.4% | -45.0% | -3.0% |
| 1Y | +2.2% | +57.7% | -55.6% | -6.8% |
| 3Y | +61.6% | +213.4% | -151.8% | +26.7% |
| 5Y | +53.6% | +49.1% | +4.5% | +37.2% |
| All | +162.4% | +97.5% | +64.9% | +108.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling