+339.6%
DELL vs HAS
+16.8%
+322.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +1.9% |
| 7D | +25.6% | -3.1% | +28.7% | +25.6% |
| 30D | +17.7% | -2.7% | +20.4% | +17.6% |
| 3M | +33.4% | +8.9% | +24.5% | +32.2% |
| 6M | +266.2% | -2.9% | +269.1% | +269.0% |
| YTD | +328.0% | +12.6% | +315.4% | +316.0% |
| 1Y | +339.6% | +17.5% | +322.1% | +308.7% |
| All | +339.6% | +16.8% | +322.7% | +308.7% |
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