+4,177.7%
DELL vs HAS
+54.3%
+4,123.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.8% |
| 7D | +8.7% | -4.8% | +13.6% | +10.6% |
| 30D | +16.9% | -5.1% | +22.0% | +18.9% |
| 3M | +40.4% | +6.4% | +34.0% | +36.0% |
| 6M | +267.1% | -5.6% | +272.7% | +268.1% |
| YTD | +329.1% | +11.0% | +318.1% | +304.7% |
| 1Y | +346.9% | +16.8% | +330.1% | +312.5% |
| 3Y | +696.6% | +44.0% | +652.6% | +566.4% |
| 5Y | +1,106.2% | +11.0% | +1,095.2% | +989.6% |
| 10Y | +4,177.7% | +56.0% | +4,121.7% | +3,203.7% |
| All | +4,177.7% | +54.3% | +4,123.5% | +3,203.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling