+6,784.1%
ABT vs HAS
+4,652.9%
+2,131.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -3.1% |
| 7D | +3.5% | -0.2% | +3.7% | +3.6% |
| 30D | +12.0% | +31.0% | -19.0% | +6.7% |
| 3M | +2.5% | +30.7% | -28.2% | -2.5% |
| 6M | +29.1% | +23.9% | +5.2% | +23.7% |
| YTD | -10.1% | +48.3% | -58.4% | -16.7% |
| 1Y | -9.8% | +60.2% | -70.1% | -17.7% |
| 3Y | +23.3% | +189.2% | -166.0% | -0.6% |
| 5Y | -2.4% | +50.4% | -52.8% | -12.6% |
| 10Y | +239.4% | +104.2% | +135.2% | +177.1% |
| All | +6,784.1% | +4,652.9% | +2,131.2% | +2,645.9% |
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 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