+18.4%
HPQ vs HAS
+16.0%
+2.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +5.3% |
| 7D | +2.2% | -4.8% | +7.1% | +3.5% |
| 30D | +9.7% | -5.1% | +14.9% | +11.2% |
| 3M | +32.7% | +6.4% | +26.3% | +31.6% |
| 6M | +77.7% | -5.6% | +83.4% | +80.0% |
| YTD | +51.0% | +11.0% | +40.0% | +42.5% |
| 1Y | +18.4% | +16.8% | +1.6% | +4.2% |
| All | +18.4% | +16.0% | +2.4% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling