+82.6%
AAPL vs HAS
+44.6%
+38.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | -1.8% | +1.9% | +0.5% |
| 30D | +3.0% | +2.3% | +0.7% | +2.3% |
| 3M | +2.9% | +10.4% | -7.5% | +0.2% |
| 6M | +22.1% | -3.2% | +25.3% | +22.4% |
| YTD | +18.0% | +15.4% | +2.6% | +12.9% |
| 1Y | +33.9% | +18.8% | +15.1% | +26.9% |
| All | +82.6% | +44.6% | +38.1% | +51.6% |
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 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