+2,540.4%
HPQ vs HAS
+4,769.2%
-2,228.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.4% |
| 7D | +0.5% | +3.3% | -2.7% | -0.5% |
| 30D | -5.9% | +30.5% | -36.4% | -13.7% |
| 3M | -3.7% | +29.9% | -33.6% | -11.6% |
| 6M | +28.1% | +26.5% | +1.5% | +18.0% |
| YTD | +32.5% | +51.9% | -19.5% | +14.4% |
| 1Y | +18.1% | +60.9% | -42.8% | +0.1% |
| 3Y | +16.4% | +215.0% | -198.6% | -21.5% |
| 5Y | +8.9% | +51.5% | -42.6% | -9.2% |
| 10Y | +157.6% | +102.2% | +55.4% | +86.6% |
| All | +2,540.4% | +4,769.2% | -2,228.9% | +611.9% |
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