+87.0%
AMZN vs HAS
+212.5%
-125.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +2.8% | +1.4% | +1.5% | +2.5% |
| 30D | +5.0% | +26.3% | -21.3% | -0.5% |
| 3M | +0.6% | +25.6% | -25.0% | -4.6% |
| 6M | -1.3% | +30.3% | -31.5% | -7.6% |
| YTD | +15.5% | +50.4% | -34.8% | +3.3% |
| 1Y | +12.2% | +57.7% | -45.5% | -1.0% |
| 3Y | +87.0% | +213.4% | -126.4% | +44.8% |
| All | +87.0% | +212.5% | -125.5% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling