+45.7%
BMY vs HAS
+212.5%
-166.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.5% | +1.9% |
| 7D | +2.1% | +1.4% | +0.7% | +1.8% |
| 30D | +7.0% | +26.3% | -19.3% | +2.6% |
| 3M | -0.9% | +25.6% | -26.5% | -5.0% |
| 6M | +14.9% | +30.3% | -15.3% | +9.1% |
| YTD | +22.8% | +50.4% | -27.5% | +13.1% |
| 1Y | +36.2% | +57.7% | -21.5% | +24.2% |
| 3Y | +45.7% | +213.4% | -167.7% | +12.3% |
| All | +45.7% | +212.5% | -166.8% | +12.3% |
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