+44.4%
XLU vs HAS
+12.1%
+32.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.2% |
| 7D | -1.2% | -3.1% | +1.9% | -0.8% |
| 30D | -2.5% | -6.4% | +3.8% | -1.6% |
| 3M | -2.7% | +10.4% | -13.1% | -4.3% |
| 6M | -7.5% | -3.7% | -3.8% | -7.3% |
| YTD | +0.9% | +12.5% | -11.5% | -1.4% |
| 1Y | +3.3% | +19.8% | -16.5% | -0.2% |
| 3Y | +47.3% | +46.0% | +1.3% | +35.3% |
| 5Y | +44.4% | +12.5% | +31.9% | +36.6% |
| All | +44.4% | +12.1% | +32.3% | +36.6% |
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