+58.1%
INTC vs HAS
+212.5%
-154.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -2.3% |
| 7D | +6.0% | +1.4% | +4.6% | +5.7% |
| 30D | -39.2% | +26.3% | -65.5% | -42.5% |
| 3M | -42.9% | +25.6% | -68.5% | -46.0% |
| 6M | -50.4% | +30.3% | -80.7% | -54.0% |
| YTD | +61.7% | +50.4% | +11.3% | +41.1% |
| 1Y | +66.1% | +57.7% | +8.4% | +42.4% |
| 3Y | +58.1% | +213.4% | -155.2% | +18.5% |
| All | +58.1% | +212.5% | -154.4% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling