+3,063.4%
DELL vs HAS
+109.5%
+2,954.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.8% |
| 7D | -11.8% | +2.2% | -14.0% | -12.5% |
| 30D | -40.8% | +29.6% | -70.4% | -46.0% |
| 3M | -23.6% | +30.3% | -53.8% | -30.6% |
| 6M | +33.4% | +25.6% | +7.8% | +21.3% |
| YTD | +178.0% | +50.8% | +127.2% | +135.0% |
| 1Y | +138.6% | +63.0% | +75.5% | +95.7% |
| 3Y | +400.9% | +211.6% | +189.3% | +218.3% |
| 5Y | +580.7% | +50.4% | +530.3% | +452.7% |
| 10Y | +2,655.3% | +101.9% | +2,553.4% | +1,817.3% |
| All | +3,063.4% | +109.5% | +2,954.0% | +2,119.0% |
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