+108.6%
ASML vs HAS
+13.4%
+95.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.4% |
| 7D | +1.1% | -1.8% | +2.9% | +1.9% |
| 30D | +2.2% | +2.3% | -0.1% | +1.2% |
| 3M | -2.3% | +10.4% | -12.7% | -6.9% |
| 6M | +23.0% | -3.2% | +26.2% | +23.1% |
| YTD | +61.1% | +15.4% | +45.7% | +47.7% |
| 1Y | +129.1% | +18.8% | +110.3% | +106.6% |
| 3Y | +165.4% | +43.9% | +121.4% | +115.4% |
| All | +108.6% | +13.4% | +95.2% | +109.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling