+1,565.1%
HAS vs WWD
+13,645.4%
-12,080.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.0% | +4.3% | -0.2% |
| 7D | 0.0% | -2.6% | +2.5% | +0.5% |
| 30D | +31.3% | -7.7% | +39.0% | +33.5% |
| 3M | +32.1% | -17.7% | +49.8% | +38.0% |
| 6M | +28.1% | -15.9% | +44.0% | +32.4% |
| YTD | +49.1% | +1.8% | +47.3% | +46.0% |
| 1Y | +60.5% | +17.4% | +43.1% | +51.3% |
| 3Y | +183.9% | +137.1% | +46.8% | +121.5% |
| 5Y | +51.2% | +162.4% | -111.2% | +13.7% |
| 10Y | +105.3% | +452.5% | -347.2% | +25.0% |
| All | +1,565.1% | +13,645.4% | -12,080.4% | +503.1% |
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