+22.0%
NXPI vs HAS
+50.4%
-28.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -4.4% | -0.2% | -4.2% | -4.3% |
| 30D | +5.6% | +31.0% | -25.5% | -7.2% |
| 3M | +7.6% | +30.7% | -23.1% | -5.5% |
| 6M | -17.6% | +23.9% | -41.5% | -26.5% |
| YTD | +15.9% | +48.3% | -32.4% | -6.4% |
| 1Y | +22.4% | +60.2% | -37.8% | -5.1% |
| 3Y | +43.2% | +189.2% | -146.0% | -17.9% |
| All | +22.0% | +50.4% | -28.4% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling