+215.5%
AZN vs HAS
+59.3%
+156.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.5% |
| 7D | -3.1% | -3.1% | -0.1% | -2.7% |
| 30D | +0.6% | -6.4% | +7.0% | +1.5% |
| 3M | -10.8% | +10.4% | -21.2% | -12.1% |
| 6M | -18.1% | -3.7% | -14.5% | -18.0% |
| YTD | -12.3% | +12.5% | -24.7% | -14.1% |
| 1Y | -0.2% | +19.8% | -20.0% | -3.2% |
| 3Y | +23.4% | +46.0% | -22.6% | +14.8% |
| 5Y | +56.4% | +12.5% | +43.9% | +49.8% |
| All | +215.5% | +59.3% | +156.1% | +167.9% |
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