+463.1%
CIEN vs HAS
+181.4%
+281.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.6% |
| 7D | -24.1% | -0.2% | -24.0% | -24.1% |
| 30D | -45.5% | +31.0% | -76.5% | -50.2% |
| 3M | -39.7% | +30.7% | -70.4% | -45.0% |
| 6M | -57.8% | +23.9% | -81.7% | -61.1% |
| YTD | +4.1% | +48.3% | -44.2% | -11.3% |
| 1Y | +20.8% | +60.2% | -39.4% | 0.0% |
| 3Y | +463.1% | +189.2% | +273.9% | +260.4% |
| All | +463.1% | +181.4% | +281.7% | +260.4% |
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