+127.1%
XRT vs HAS
+56.8%
+70.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +0.8% | -1.8% | +2.6% | +1.5% |
| 30D | -4.2% | +2.3% | -6.5% | -5.0% |
| 3M | +5.1% | +10.4% | -5.3% | +0.9% |
| 6M | +2.4% | -3.2% | +5.7% | +2.6% |
| YTD | +3.2% | +15.4% | -12.2% | -3.8% |
| 1Y | +1.5% | +18.8% | -17.3% | -6.5% |
| 3Y | +40.6% | +43.9% | -3.4% | +17.0% |
| 5Y | -1.0% | +13.9% | -14.9% | -11.3% |
| All | +127.1% | +56.8% | +70.3% | +79.8% |
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