+133.7%
GOOG vs HAS
+10.2%
+123.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.7% |
| 7D | +1.1% | -3.1% | +4.2% | +2.0% |
| 30D | -5.1% | -2.7% | -2.3% | -4.4% |
| 3M | -7.1% | +8.9% | -16.0% | -9.8% |
| 6M | +12.7% | -2.9% | +15.6% | +12.8% |
| YTD | +7.1% | +12.6% | -5.6% | +2.0% |
| 1Y | +43.6% | +17.5% | +26.1% | +34.7% |
| 3Y | +146.8% | +46.2% | +100.6% | +112.0% |
| 5Y | +133.7% | +12.6% | +121.1% | +134.1% |
| All | +133.7% | +10.2% | +123.5% | +134.1% |
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 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