+560.7%
AMZN vs HAS
+101.4%
+459.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +7.9% | -0.2% | +8.0% | +8.0% |
| 30D | -0.2% | +31.0% | -31.3% | -7.8% |
| 3M | -4.8% | +30.7% | -35.4% | -12.0% |
| 6M | -5.7% | +23.9% | -29.6% | -12.1% |
| YTD | +12.3% | +48.3% | -36.0% | -1.2% |
| 1Y | +6.7% | +60.2% | -53.5% | -8.3% |
| 3Y | +85.6% | +189.2% | -103.7% | +30.7% |
| 5Y | +47.4% | +50.4% | -3.0% | +24.0% |
| All | +560.7% | +101.4% | +459.3% | +406.0% |
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