-16.4%
IDXX vs HAS
+20.3%
-36.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -3.5% | -1.8% | -1.7% | -3.1% |
| 30D | -8.4% | +2.3% | -10.7% | -9.0% |
| 3M | -5.2% | +10.4% | -15.6% | -7.5% |
| 6M | -17.5% | -3.2% | -14.2% | -17.1% |
| YTD | -20.9% | +15.4% | -36.3% | -24.4% |
| 1Y | -16.4% | +18.8% | -35.2% | -22.2% |
| All | -16.4% | +20.3% | -36.7% | -22.2% |
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