+319.1%
DELL vs HAS
+20.3%
+298.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.5% |
| 7D | +14.9% | -1.8% | +16.7% | +14.9% |
| 30D | +13.3% | +2.3% | +11.0% | +13.1% |
| 3M | +24.4% | +10.4% | +14.0% | +23.4% |
| 6M | +258.0% | -3.2% | +261.2% | +264.9% |
| YTD | +320.2% | +15.4% | +304.8% | +307.6% |
| 1Y | +319.1% | +18.8% | +300.3% | +292.7% |
| All | +319.1% | +20.3% | +298.7% | +292.7% |
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