+166.6%
DELL vs HAS
+58.8%
+107.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.4% | -0.7% |
| 7D | +17.1% | +1.6% | +15.5% | +17.1% |
| 30D | -35.1% | +26.6% | -61.7% | -34.6% |
| 3M | -23.3% | +29.0% | -52.3% | -22.8% |
| 6M | +55.8% | +30.6% | +25.2% | +58.6% |
| YTD | +198.0% | +51.5% | +146.5% | +185.8% |
| 1Y | +166.6% | +58.5% | +108.1% | +152.8% |
| All | +166.6% | +58.8% | +107.8% | +152.8% |
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