+32.2%
HPQ vs HAS
+10.2%
+22.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.6% |
| 7D | -0.5% | -3.1% | +2.6% | +0.8% |
| 30D | +3.7% | -2.7% | +6.4% | +4.8% |
| 3M | +24.3% | +8.9% | +15.4% | +20.1% |
| 6M | +64.8% | -2.9% | +67.7% | +65.0% |
| YTD | +43.9% | +12.6% | +31.3% | +35.1% |
| 1Y | +11.7% | +17.5% | -5.8% | +2.8% |
| 3Y | +19.7% | +46.2% | -26.5% | -0.7% |
| 5Y | +32.2% | +12.6% | +19.6% | +25.2% |
| All | +32.2% | +10.2% | +22.0% | +25.2% |
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 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