+54.5%
EBAY vs HAS
+10.2%
+44.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.9% |
| 7D | -0.4% | -3.1% | +2.7% | +0.6% |
| 30D | -6.3% | -2.7% | -3.6% | -5.6% |
| 3M | -3.3% | +8.9% | -12.2% | -5.9% |
| 6M | +13.5% | -2.9% | +16.4% | +13.5% |
| YTD | +21.2% | +12.6% | +8.5% | +15.1% |
| 1Y | +13.9% | +17.5% | -3.6% | +6.6% |
| 3Y | +153.1% | +46.2% | +106.9% | +114.7% |
| 5Y | +54.5% | +12.6% | +41.9% | +49.0% |
| All | +54.5% | +10.2% | +44.3% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling