+25.9%
CSCO vs HAS
+58.1%
-32.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.8% | -5.5% | -6.2% |
| 7D | +1.9% | +1.4% | +0.5% | +1.8% |
| 30D | -15.8% | +26.3% | -42.1% | -17.3% |
| 3M | -15.4% | +25.6% | -41.0% | -16.9% |
| 6M | -5.4% | +30.3% | -35.7% | -7.5% |
| YTD | +26.5% | +50.4% | -23.9% | +23.7% |
| 1Y | +25.9% | +57.7% | -31.8% | +22.5% |
| All | +25.9% | +58.1% | -32.2% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling