+2,885.9%
ALB vs HAS
+1,203.0%
+1,682.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -8.1% | -1.8% | -6.3% | -7.5% |
| 30D | +6.3% | +2.3% | +4.0% | +5.4% |
| 3M | -23.6% | +10.4% | -33.9% | -26.7% |
| 6M | -24.6% | -3.2% | -21.4% | -24.9% |
| YTD | -10.3% | +15.4% | -25.7% | -16.2% |
| 1Y | +61.5% | +18.8% | +42.7% | +49.1% |
| 3Y | -34.0% | +43.9% | -77.9% | -43.8% |
| 5Y | -44.6% | +13.9% | -58.5% | -49.6% |
| 10Y | +76.1% | +56.4% | +19.7% | +37.2% |
| All | +2,885.9% | +1,203.0% | +1,682.9% | +1,244.6% |
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