+2,901.0%
DELL vs HAS
+106.0%
+2,795.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.8% |
| 7D | -22.6% | -0.2% | -22.4% | -22.5% |
| 30D | -43.2% | +31.0% | -74.2% | -48.4% |
| 3M | -24.8% | +30.7% | -55.5% | -31.8% |
| 6M | +38.0% | +23.9% | +14.1% | +26.1% |
| YTD | +163.7% | +48.3% | +115.4% | +124.2% |
| 1Y | +122.5% | +60.2% | +62.3% | +83.6% |
| 3Y | +377.0% | +189.2% | +187.7% | +211.1% |
| 5Y | +542.6% | +50.4% | +492.2% | +421.6% |
| 10Y | +2,554.1% | +104.2% | +2,450.0% | +1,750.9% |
| All | +2,901.0% | +106.0% | +2,795.0% | +2,016.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling