+36.1%
ALNY vs HAS
+10.8%
+25.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -3.5% | -4.8% | +1.3% | -2.2% |
| 30D | +18.9% | -5.1% | +24.0% | +20.6% |
| 3M | -13.3% | +6.4% | -19.7% | -15.0% |
| 6M | -20.3% | -5.6% | -14.6% | -19.5% |
| YTD | -35.1% | +11.0% | -46.1% | -37.5% |
| 1Y | -46.5% | +16.8% | -63.3% | -49.3% |
| 3Y | +28.1% | +44.0% | -16.0% | +10.8% |
| 5Y | +36.1% | +11.0% | +25.1% | +23.5% |
| All | +36.1% | +10.8% | +25.3% | +23.5% |
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