+84.6%
AMGN vs HAS
+181.4%
-96.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | +0.1% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | +11.5% | +31.0% | -19.6% | +5.8% |
| 3M | +14.4% | +30.7% | -16.3% | +8.6% |
| 6M | +40.9% | +23.9% | +17.0% | +34.8% |
| YTD | +43.5% | +48.3% | -4.8% | +32.0% |
| 1Y | +49.9% | +60.2% | -10.3% | +35.8% |
| 3Y | +84.6% | +189.2% | -104.6% | +48.1% |
| All | +84.6% | +181.4% | -96.8% | +48.1% |
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