+9.0%
AMZN vs HAS
+16.8%
-7.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.3% |
| 7D | +0.8% | -3.1% | +3.9% | +1.3% |
| 30D | -6.4% | -2.7% | -3.7% | -6.0% |
| 3M | +4.8% | +8.9% | -4.1% | +3.1% |
| 6M | +20.5% | -2.9% | +23.4% | +20.0% |
| YTD | +11.3% | +12.6% | -1.3% | +4.2% |
| 1Y | +9.0% | +17.5% | -8.5% | -2.1% |
| All | +9.0% | +16.8% | -7.9% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling