+2,732.7%
DUK vs HAS
+4,769.2%
-2,036.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.6% |
| 7D | +1.9% | +3.3% | -1.3% | +1.5% |
| 30D | +10.5% | +30.5% | -20.0% | +7.0% |
| 3M | +7.3% | +29.9% | -22.6% | +3.9% |
| 6M | +5.7% | +26.5% | -20.9% | +2.4% |
| YTD | +12.9% | +51.9% | -39.1% | +6.7% |
| 1Y | +8.6% | +60.9% | -52.3% | +1.9% |
| 3Y | +63.5% | +215.0% | -151.5% | +39.2% |
| 5Y | +52.4% | +51.5% | +0.9% | +40.4% |
| 10Y | +157.4% | +102.2% | +55.2% | +121.4% |
| All | +2,732.7% | +4,769.2% | -2,036.5% | +1,561.3% |
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 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