+129.1%
ASML vs HAS
+20.3%
+108.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.3% |
| 7D | +1.1% | -1.8% | +2.9% | +1.5% |
| 30D | +2.2% | +2.3% | -0.1% | +1.7% |
| 3M | -2.3% | +10.4% | -12.7% | -4.9% |
| 6M | +23.0% | -3.2% | +26.2% | +22.1% |
| YTD | +61.1% | +15.4% | +45.7% | +48.5% |
| 1Y | +129.1% | +18.8% | +110.3% | +101.5% |
| All | +129.1% | +20.3% | +108.8% | +101.5% |
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