+33,242.5%
GILD vs HAS
+1,539.6%
+31,702.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.9% |
| 7D | -4.2% | -3.1% | -1.2% | -3.5% |
| 30D | +6.7% | -6.4% | +13.1% | +8.4% |
| 3M | +20.0% | +10.4% | +9.6% | +16.6% |
| 6M | -1.3% | -3.7% | +2.3% | -1.1% |
| YTD | +19.4% | +12.5% | +7.0% | +14.7% |
| 1Y | +28.9% | +19.8% | +9.1% | +21.6% |
| 3Y | +110.3% | +46.0% | +64.3% | +83.6% |
| 5Y | +144.8% | +12.5% | +132.3% | +123.1% |
| 10Y | +164.4% | +58.1% | +106.3% | +99.9% |
| All | +33,242.5% | +1,539.6% | +31,702.8% | +9,848.1% |
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