+56.0%
HAS vs INCY
+56.1%
-0.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.7% |
| 7D | -4.8% | -2.2% | -2.7% | -4.5% |
| 30D | -5.1% | +3.7% | -8.8% | -5.8% |
| 3M | +6.4% | +22.1% | -15.7% | +2.4% |
| 6M | -5.6% | +29.8% | -35.4% | -10.4% |
| YTD | +11.0% | +27.6% | -16.6% | +5.3% |
| 1Y | +16.8% | +47.2% | -30.4% | +7.4% |
| 3Y | +44.0% | +97.0% | -52.9% | +23.3% |
| 5Y | +11.0% | +73.4% | -62.4% | -3.5% |
| 10Y | +56.0% | +59.2% | -3.2% | +29.1% |
| All | +56.0% | +56.1% | -0.1% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded INCY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling