+555.5%
AMZN vs HAS
+53.3%
+502.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | +0.1% |
| 7D | +0.8% | -3.1% | +3.9% | +1.7% |
| 30D | -6.4% | -2.7% | -3.7% | -5.7% |
| 3M | +4.8% | +8.9% | -4.1% | +1.8% |
| 6M | +20.5% | -2.9% | +23.4% | +20.4% |
| YTD | +11.3% | +12.6% | -1.3% | +6.2% |
| 1Y | +9.0% | +17.5% | -8.5% | +2.5% |
| 3Y | +85.9% | +46.2% | +39.7% | +60.2% |
| 5Y | +45.8% | +12.6% | +33.2% | +33.4% |
| 10Y | +555.5% | +55.7% | +499.8% | +460.2% |
| All | +555.5% | +53.3% | +502.2% | +460.2% |
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