+6,642.4%
ABT vs HAS
+3,598.5%
+3,043.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -3.7% | -1.8% | -1.9% | -3.4% |
| 30D | +2.5% | +2.3% | +0.2% | +2.1% |
| 3M | +20.2% | +10.4% | +9.8% | +17.9% |
| 6M | -2.9% | -3.2% | +0.3% | -2.7% |
| YTD | -11.9% | +15.4% | -27.3% | -14.6% |
| 1Y | -16.5% | +18.8% | -35.3% | -19.6% |
| 3Y | +12.1% | +43.9% | -31.8% | +2.4% |
| 5Y | -7.4% | +13.9% | -21.3% | -12.9% |
| 10Y | +210.7% | +56.4% | +154.3% | +166.1% |
| All | +6,642.4% | +3,598.5% | +3,043.9% | +2,715.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling