+216.6%
AMGN vs HAS
+54.3%
+162.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | -11.6% | -4.8% | -6.8% | -10.9% |
| 30D | -5.7% | -5.1% | -0.5% | -4.8% |
| 3M | +14.2% | +6.4% | +7.8% | +13.0% |
| 6M | +5.2% | -5.6% | +10.8% | +5.9% |
| YTD | +22.0% | +11.0% | +11.0% | +19.3% |
| 1Y | +43.6% | +16.8% | +26.8% | +39.2% |
| 3Y | +65.0% | +44.0% | +21.0% | +52.2% |
| 5Y | +112.0% | +11.0% | +101.1% | +102.1% |
| 10Y | +216.6% | +56.0% | +160.5% | +168.2% |
| All | +216.6% | +54.3% | +162.3% | +168.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling