+2,541.1%
DUK vs HAS
+3,598.5%
-1,057.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | 0.0% | -1.8% | +1.8% | +0.2% |
| 30D | -1.7% | +2.3% | -3.9% | -2.0% |
| 3M | -0.4% | +10.4% | -10.8% | -1.8% |
| 6M | -7.2% | -3.2% | -4.0% | -7.2% |
| YTD | +5.3% | +15.4% | -10.2% | +3.0% |
| 1Y | +3.0% | +18.8% | -15.8% | +0.2% |
| 3Y | +53.1% | +43.9% | +9.1% | +43.5% |
| 5Y | +37.9% | +13.9% | +24.0% | +31.6% |
| 10Y | +124.8% | +56.4% | +68.4% | +99.6% |
| All | +2,541.1% | +3,598.5% | -1,057.3% | +1,503.0% |
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