+2,254.7%
ALB vs HAS
+1,574.4%
+680.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | +9.1% | -0.2% | +9.2% | +9.1% |
| 30D | -3.4% | +31.0% | -34.4% | -12.5% |
| 3M | -20.6% | +30.7% | -51.3% | -28.2% |
| 6M | -48.2% | +23.9% | -72.1% | -52.7% |
| YTD | -29.2% | +48.3% | -77.6% | -39.8% |
| 1Y | +10.0% | +60.2% | -50.2% | -9.0% |
| 3Y | -12.9% | +189.2% | -202.1% | -41.9% |
| 5Y | -61.3% | +50.4% | -111.7% | -68.2% |
| 10Y | +35.8% | +104.2% | -68.4% | -4.1% |
| All | +2,254.7% | +1,574.4% | +680.2% | +865.6% |
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