+64,868.5%
AMGN vs HAS
+4,769.2%
+60,099.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +0.9% | +3.3% | -2.4% | +0.2% |
| 30D | +12.1% | +30.5% | -18.4% | +6.4% |
| 3M | +12.2% | +29.9% | -17.7% | +6.4% |
| 6M | +42.1% | +26.5% | +15.6% | +35.2% |
| YTD | +45.0% | +51.9% | -6.9% | +32.6% |
| 1Y | +47.7% | +60.9% | -13.2% | +33.5% |
| 3Y | +90.4% | +215.0% | -124.6% | +48.4% |
| 5Y | +154.9% | +51.5% | +103.4% | +124.5% |
| 10Y | +313.6% | +102.2% | +211.3% | +223.8% |
| All | +64,868.5% | +4,769.2% | +60,099.3% | +22,532.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling