+49.1%
DUK vs HAS
+45.6%
+3.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.0% |
| 7D | +0.7% | -3.1% | +3.8% | +0.9% |
| 30D | -2.0% | -2.7% | +0.7% | -1.9% |
| 3M | +0.2% | +8.9% | -8.7% | -0.3% |
| 6M | -6.9% | -2.9% | -4.0% | -6.8% |
| YTD | +6.1% | +12.6% | -6.5% | +5.3% |
| 1Y | +4.4% | +17.5% | -13.0% | +3.4% |
| 3Y | +49.1% | +46.2% | +2.9% | +40.3% |
| All | +49.1% | +45.6% | +3.5% | +40.3% |
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