+232.9%
ABT vs HAS
+106.1%
+126.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.2% |
| 7D | +0.3% | +2.2% | -1.8% | -0.1% |
| 30D | +11.6% | +29.6% | -17.9% | +5.6% |
| 3M | +3.1% | +30.3% | -27.1% | -2.7% |
| 6M | +32.8% | +25.6% | +7.2% | +25.9% |
| YTD | -9.6% | +50.8% | -60.4% | -17.9% |
| 1Y | -10.4% | +63.0% | -73.4% | -20.0% |
| 3Y | +25.8% | +211.6% | -185.8% | -5.7% |
| 5Y | -3.4% | +50.4% | -53.8% | -14.9% |
| 10Y | +232.9% | +101.9% | +131.0% | +165.8% |
| All | +232.9% | +106.1% | +126.8% | +165.8% |
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