+199.0%
AMD vs HAS
+50.4%
+148.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.5% | +11.6% | +11.3% |
| 7D | -11.0% | -0.2% | -10.9% | -10.9% |
| 30D | -30.5% | +31.0% | -61.5% | -38.4% |
| 3M | -8.2% | +30.7% | -38.9% | -19.0% |
| 6M | +6.6% | +23.9% | -17.3% | -4.8% |
| YTD | +109.7% | +48.3% | +61.4% | +69.0% |
| 1Y | +88.9% | +60.2% | +28.7% | +46.0% |
| 3Y | +301.8% | +189.2% | +112.6% | +113.7% |
| All | +199.0% | +50.4% | +148.6% | +173.6% |
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 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