-14.9%
ALB vs HAS
+214.3%
-229.2%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -5.0% | -4.5% |
| 7D | +5.3% | +3.3% | +2.0% | +3.8% |
| 30D | -6.3% | +30.5% | -36.8% | -16.9% |
| 3M | -27.4% | +29.9% | -57.3% | -35.7% |
| 6M | -53.1% | +26.5% | -79.6% | -58.3% |
| YTD | -32.3% | +51.9% | -84.3% | -46.5% |
| 1Y | -7.3% | +60.9% | -68.2% | -29.3% |
| 3Y | -14.9% | +215.0% | -229.9% | -64.3% |
| All | -14.9% | +214.3% | -229.2% | -64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling