+53,289.7%
IDXX vs HAS
+2,267.5%
+51,022.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.7% |
| 7D | -5.7% | -1.1% | -4.7% | -5.5% |
| 30D | -11.5% | -2.8% | -8.7% | -10.9% |
| 3M | -9.5% | +10.1% | -19.6% | -11.9% |
| 6M | -16.0% | -1.4% | -14.6% | -16.2% |
| YTD | -25.4% | +14.2% | -39.6% | -28.4% |
| 1Y | -21.8% | +18.2% | -40.0% | -25.6% |
| 3Y | +7.0% | +48.6% | -41.6% | -5.5% |
| 5Y | -26.0% | +14.2% | -40.2% | -31.0% |
| 10Y | +358.9% | +60.5% | +298.4% | +276.0% |
| All | +53,289.7% | +2,267.5% | +51,022.2% | +22,263.4% |
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