+2,903.2%
HPQ vs HAS
+3,598.5%
-695.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.4% |
| 7D | +6.9% | -1.8% | +8.8% | +7.6% |
| 30D | +14.4% | +2.3% | +12.2% | +13.6% |
| 3M | +25.6% | +10.4% | +15.3% | +21.5% |
| 6M | +75.0% | -3.2% | +78.3% | +75.3% |
| YTD | +50.7% | +15.4% | +35.3% | +42.3% |
| 1Y | +18.7% | +18.8% | -0.1% | +10.9% |
| 3Y | +21.5% | +43.9% | -22.4% | +4.7% |
| 5Y | +31.6% | +13.9% | +17.7% | +20.2% |
| 10Y | +216.1% | +56.4% | +159.6% | +148.6% |
| All | +2,903.2% | +3,598.5% | -695.2% | +785.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling