+1,635.0%
DIS vs HAS
+4,678.1%
-3,043.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.0% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | +12.7% | +31.3% | -18.6% | +3.7% |
| 3M | +15.2% | +32.1% | -16.9% | +5.8% |
| 6M | +17.6% | +28.1% | -10.6% | +8.4% |
| YTD | +3.8% | +49.1% | -45.3% | -9.0% |
| 1Y | +6.8% | +60.5% | -53.7% | -8.4% |
| 3Y | +42.1% | +183.9% | -141.8% | +0.6% |
| 5Y | -31.2% | +51.2% | -82.4% | -42.1% |
| 10Y | +37.6% | +105.3% | -67.7% | +0.3% |
| All | +1,635.0% | +4,678.1% | -3,043.1% | +414.0% |
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