+2,544.1%
HPQ vs HAS
+4,652.9%
-2,108.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | -1.1% | -0.2% | -1.0% | -1.0% |
| 30D | -11.7% | +31.0% | -42.8% | -19.1% |
| 3M | +2.0% | +30.7% | -28.7% | -6.5% |
| 6M | +35.9% | +23.9% | +11.9% | +26.1% |
| YTD | +32.7% | +48.3% | -15.6% | +15.5% |
| 1Y | +14.3% | +60.2% | -45.9% | -3.0% |
| 3Y | +17.8% | +189.2% | -171.4% | -18.3% |
| 5Y | +7.6% | +50.4% | -42.9% | -10.1% |
| 10Y | +171.7% | +104.2% | +67.5% | +96.4% |
| All | +2,544.1% | +4,652.9% | -2,108.8% | +618.5% |
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