+130.8%
AMGN vs HAS
+13.4%
+117.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.5% |
| 7D | +1.1% | -1.8% | +2.9% | +1.4% |
| 30D | +7.8% | +2.3% | +5.6% | +7.5% |
| 3M | +27.3% | +10.4% | +16.9% | +25.4% |
| 6M | +16.8% | -3.2% | +20.1% | +17.0% |
| YTD | +36.3% | +15.4% | +20.9% | +33.1% |
| 1Y | +60.4% | +18.8% | +41.6% | +55.9% |
| 3Y | +86.3% | +43.9% | +42.4% | +73.3% |
| All | +130.8% | +13.4% | +117.4% | +122.8% |
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 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