+203.0%
AMAT vs HAS
+44.2%
+158.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.5% |
| 7D | -1.5% | -1.8% | +0.3% | -0.9% |
| 30D | -14.8% | +2.3% | -17.1% | -15.6% |
| 3M | -9.3% | +10.4% | -19.6% | -13.0% |
| 6M | +27.4% | -3.2% | +30.6% | +27.1% |
| YTD | +77.6% | +15.4% | +62.2% | +64.7% |
| 1Y | +188.9% | +18.8% | +170.1% | +164.6% |
| All | +203.0% | +44.2% | +158.8% | +154.0% |
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