+32.9%
XLV vs HAS
+66.3%
-33.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.1% | 0.0% | +2.6% |
| 7D | +5.5% | +2.4% | +3.1% | +5.1% |
| 30D | +13.3% | +31.6% | -18.3% | +8.7% |
| 3M | +17.4% | +33.9% | -16.4% | +12.4% |
| 6M | +32.1% | +31.4% | +0.7% | +26.5% |
| YTD | +24.0% | +51.6% | -27.6% | +13.1% |
| 1Y | +32.9% | +65.2% | -32.3% | +16.2% |
| All | +32.9% | +66.3% | -33.4% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling