+338.2%
AZN vs HAS
+97.5%
+240.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -1.1% | +1.4% | -2.4% | -1.3% |
| 30D | +13.8% | +26.3% | -12.4% | +10.0% |
| 3M | +17.3% | +25.6% | -8.3% | +13.4% |
| 6M | -1.7% | +30.3% | -32.0% | -5.7% |
| YTD | +1.4% | +50.4% | -49.0% | -4.8% |
| 1Y | +5.2% | +57.7% | -52.6% | -1.9% |
| 3Y | +52.6% | +213.4% | -160.7% | +27.7% |
| 5Y | +72.9% | +49.1% | +23.8% | +59.1% |
| All | +338.2% | +97.5% | +240.6% | +257.0% |
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