+694.6%
DELL vs HAS
+45.6%
+649.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +2.5% |
| 7D | +25.6% | -3.1% | +28.7% | +26.7% |
| 30D | +17.7% | -2.7% | +20.4% | +18.4% |
| 3M | +33.4% | +8.9% | +24.5% | +28.9% |
| 6M | +266.2% | -2.9% | +269.1% | +264.7% |
| YTD | +328.0% | +12.6% | +315.4% | +303.1% |
| 1Y | +339.6% | +17.5% | +322.1% | +306.5% |
| 3Y | +694.6% | +46.2% | +648.4% | +584.9% |
| All | +694.6% | +45.6% | +649.0% | +584.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling