+1,592.1%
HAS vs WWD
+14,767.1%
-13,175.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | -0.1% | -1.6% |
| 7D | +1.6% | +8.2% | -6.5% | -0.4% |
| 30D | +26.6% | -0.2% | +26.8% | +26.3% |
| 3M | +29.0% | -8.4% | +37.4% | +31.2% |
| 6M | +30.6% | -9.5% | +40.1% | +32.5% |
| YTD | +51.5% | +10.1% | +41.4% | +45.5% |
| 1Y | +58.5% | +21.6% | +36.9% | +48.0% |
| 3Y | +214.1% | +149.6% | +64.5% | +141.9% |
| 5Y | +50.2% | +191.3% | -141.1% | +10.0% |
| 10Y | +100.0% | +455.2% | -355.1% | +21.3% |
| All | +1,592.1% | +14,767.1% | -13,175.0% | +501.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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