-34.2%
ALB vs HAS
+44.2%
-78.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.2% |
| 7D | -8.1% | -1.8% | -6.3% | -7.3% |
| 30D | +6.3% | +2.3% | +4.0% | +5.1% |
| 3M | -23.6% | +10.4% | -33.9% | -27.5% |
| 6M | -24.6% | -3.2% | -21.4% | -24.8% |
| YTD | -10.3% | +15.4% | -25.7% | -19.0% |
| 1Y | +61.5% | +18.8% | +42.7% | +42.9% |
| All | -34.2% | +44.2% | -78.3% | -56.7% |
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 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