+2,883.5%
GE vs HAS
+3,598.5%
-714.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -1.6% | -1.8% | +0.2% | -1.0% |
| 30D | -11.6% | +2.3% | -13.8% | -12.2% |
| 3M | +3.0% | +10.4% | -7.3% | -0.5% |
| 6M | -0.5% | -3.2% | +2.7% | -0.3% |
| YTD | +9.7% | +15.4% | -5.7% | +3.7% |
| 1Y | +20.0% | +18.8% | +1.2% | +12.1% |
| 3Y | +275.8% | +43.9% | +231.9% | +220.5% |
| 5Y | +429.1% | +13.9% | +415.2% | +376.6% |
| 10Y | +151.2% | +56.4% | +94.8% | +96.6% |
| All | +2,883.5% | +3,598.5% | -714.9% | +866.3% |
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