+1,438.7%
CIEN vs HAS
+53.3%
+1,385.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.7% | +7.1% |
| 7D | -5.3% | -3.1% | -2.2% | -4.3% |
| 30D | -17.2% | -2.7% | -14.5% | -16.6% |
| 3M | -26.9% | +8.9% | -35.8% | -29.5% |
| 6M | +16.0% | -2.9% | +18.9% | +15.8% |
| YTD | +45.9% | +12.6% | +33.3% | +37.9% |
| 1Y | +186.8% | +17.5% | +169.3% | +167.3% |
| 3Y | +607.8% | +46.2% | +561.6% | +498.7% |
| 5Y | +506.7% | +12.6% | +494.2% | +450.9% |
| 10Y | +1,438.7% | +55.7% | +1,383.0% | +1,205.1% |
| All | +1,438.7% | +53.3% | +1,385.5% | +1,205.1% |
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