+2,765.1%
GE vs HAS
+4,652.9%
-1,887.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 3M | -13.6% | +30.7% | -44.2% | -20.8% |
| 6M | +6.0% | +23.9% | -17.9% | -2.0% |
| YTD | +5.4% | +48.3% | -42.9% | -8.2% |
| 1Y | +6.5% | +60.2% | -53.8% | -9.7% |
| 3Y | +268.6% | +189.2% | +79.4% | +152.5% |
| 5Y | +389.0% | +50.4% | +338.6% | +303.1% |
| 10Y | +163.3% | +104.2% | +59.1% | +89.3% |
| All | +2,765.1% | +4,652.9% | -1,887.9% | +754.8% |
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