+405.9%
GE vs HAS
+49.5%
+356.4%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.4% | -3.0% |
| 7D | +5.1% | +1.6% | +3.5% | +4.7% |
| 30D | +7.6% | +26.6% | -19.1% | +1.3% |
| 3M | -9.3% | +29.0% | -38.3% | -15.1% |
| 6M | +11.5% | +30.6% | -19.0% | +3.5% |
| YTD | +7.9% | +51.5% | -43.7% | -4.3% |
| 1Y | +7.6% | +58.5% | -50.8% | -5.8% |
| 3Y | +265.9% | +214.1% | +51.7% | +153.9% |
| 5Y | +405.9% | +50.2% | +355.7% | +386.4% |
| All | +405.9% | +49.5% | +356.4% | +386.4% |
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