+22.3%
ABBV vs HAS
+16.8%
+5.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.6% | -2.8% |
| 7D | -4.3% | -3.1% | -1.2% | -4.0% |
| 30D | +1.1% | -2.7% | +3.8% | +1.4% |
| 3M | +12.3% | +8.9% | +3.4% | +11.7% |
| 6M | +9.8% | -2.9% | +12.7% | +9.5% |
| YTD | +11.5% | +12.6% | -1.2% | +9.3% |
| 1Y | +22.3% | +17.5% | +4.8% | +20.5% |
| All | +22.3% | +16.8% | +5.4% | +20.5% |
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