+60.1%
XRT vs HAS
+214.3%
-154.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | +4.1% | +3.3% | +0.8% | +3.0% |
| 30D | +9.9% | +30.5% | -20.6% | +0.2% |
| 3M | +2.3% | +29.9% | -27.6% | -6.7% |
| 6M | +9.6% | +26.5% | -17.0% | +0.4% |
| YTD | +9.1% | +51.9% | -42.8% | -7.7% |
| 1Y | +16.2% | +60.9% | -44.7% | -3.9% |
| 3Y | +60.1% | +215.0% | -154.9% | -9.0% |
| All | +60.1% | +214.3% | -154.2% | -9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling