-63.4%
ALB vs HAS
+48.2%
-111.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | -5.8% | +1.4% | -7.1% | -6.4% |
| 30D | -4.5% | +26.3% | -30.8% | -14.5% |
| 3M | -28.1% | +25.6% | -53.7% | -35.6% |
| 6M | -53.2% | +30.3% | -83.4% | -59.3% |
| YTD | -33.3% | +50.4% | -83.7% | -46.9% |
| 1Y | -17.4% | +57.7% | -75.1% | -35.9% |
| 3Y | -14.1% | +213.4% | -227.5% | -54.3% |
| All | -63.4% | +48.2% | -111.6% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling