+325.7%
AMGN vs HAS
+97.5%
+228.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | +1.1% | +1.4% | -0.2% | +0.9% |
| 30D | +9.3% | +26.3% | -17.0% | +5.0% |
| 3M | +12.1% | +25.6% | -13.5% | +7.8% |
| 6M | +40.3% | +30.3% | +10.0% | +33.8% |
| YTD | +45.2% | +50.4% | -5.2% | +34.8% |
| 1Y | +42.4% | +57.7% | -15.3% | +31.2% |
| 3Y | +91.0% | +213.4% | -122.3% | +55.6% |
| 5Y | +157.4% | +49.1% | +108.3% | +133.5% |
| All | +325.7% | +97.5% | +228.1% | +239.8% |
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