+137.8%
GOOGL vs HAS
+12.9%
+124.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | -1.8% | -0.5% | -1.8% |
| 30D | -6.6% | +2.3% | -8.8% | -7.2% |
| 3M | -8.9% | +10.4% | -19.3% | -11.8% |
| 6M | +11.9% | -3.2% | +15.1% | +12.2% |
| YTD | +8.3% | +15.4% | -7.1% | +2.6% |
| 1Y | +46.2% | +18.8% | +27.4% | +36.8% |
| 3Y | +151.9% | +43.9% | +107.9% | +119.2% |
| All | +137.8% | +12.9% | +124.9% | +137.1% |
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