+117.1%
AMAT vs HAS
+52.6%
+64.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -1.7% | -11.9% | -12.9% |
| 7D | -24.3% | 0.0% | -24.3% | -24.2% |
| 30D | -39.8% | +31.3% | -71.1% | -46.7% |
| 3M | -40.2% | +32.1% | -72.3% | -47.4% |
| 6M | -22.1% | +28.1% | -50.2% | -31.3% |
| YTD | +24.7% | +49.1% | -24.4% | +1.3% |
| 1Y | +33.3% | +60.5% | -27.3% | +4.5% |
| 3Y | +133.9% | +183.9% | -50.0% | +33.9% |
| 5Y | +117.1% | +51.2% | +65.8% | +96.0% |
| All | +117.1% | +52.6% | +64.5% | +96.0% |
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 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