+643.4%
XLU vs HAS
+766.9%
-123.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.8% | -1.8% | +2.6% | +1.1% |
| 30D | -1.3% | +2.3% | -3.6% | -1.7% |
| 3M | -1.3% | +10.4% | -11.7% | -3.1% |
| 6M | -7.6% | -3.2% | -4.4% | -7.6% |
| YTD | +2.3% | +15.4% | -13.1% | -0.8% |
| 1Y | +5.8% | +18.8% | -13.0% | +2.0% |
| 3Y | +50.5% | +43.9% | +6.6% | +38.1% |
| 5Y | +44.1% | +13.9% | +30.2% | +35.6% |
| 10Y | +138.2% | +56.4% | +81.8% | +102.8% |
| All | +643.4% | +766.9% | -123.5% | +383.6% |
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 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