+148.1%
XRT vs HAS
+101.4%
+46.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +0.9% | -0.2% | +1.0% | +1.0% |
| 30D | +7.9% | +31.0% | -23.1% | -2.6% |
| 3M | -0.2% | +30.7% | -30.8% | -10.0% |
| 6M | +5.6% | +23.9% | -18.3% | -3.5% |
| YTD | +5.7% | +48.3% | -42.6% | -10.5% |
| 1Y | +14.6% | +60.2% | -45.6% | -5.9% |
| 3Y | +50.7% | +189.2% | -138.5% | -3.8% |
| 5Y | -4.8% | +50.4% | -55.3% | -23.3% |
| All | +148.1% | +101.4% | +46.7% | +71.8% |
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