+234.1%
ABT vs HAS
+97.5%
+136.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.3% |
| 7D | -1.3% | +1.4% | -2.7% | -1.6% |
| 30D | +6.0% | +26.3% | -20.2% | +0.8% |
| 3M | -1.9% | +25.6% | -27.5% | -6.7% |
| 6M | +31.2% | +30.3% | +0.9% | +23.4% |
| YTD | -11.2% | +50.4% | -61.6% | -19.3% |
| 1Y | -14.0% | +57.7% | -71.7% | -22.7% |
| 3Y | +20.7% | +213.4% | -192.7% | -9.9% |
| 5Y | -6.7% | +49.1% | -55.8% | -17.6% |
| All | +234.1% | +97.5% | +136.6% | +167.9% |
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