+155.5%
GE vs HAS
+101.4%
+54.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +2.9% |
| 7D | +7.1% | -0.2% | +7.3% | +7.2% |
| 30D | +6.5% | +31.0% | -24.6% | -3.6% |
| 3M | -13.6% | +30.7% | -44.2% | -21.8% |
| 6M | +6.0% | +23.9% | -17.9% | -3.1% |
| YTD | +5.4% | +48.3% | -42.9% | -10.3% |
| 1Y | +6.5% | +60.2% | -53.8% | -12.2% |
| 3Y | +268.6% | +189.2% | +79.4% | +132.3% |
| 5Y | +389.0% | +50.4% | +338.6% | +295.9% |
| All | +155.5% | +101.4% | +54.1% | +82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling