-49.5%
ORCL vs HAS
+66.3%
-115.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.0% | -1.8% |
| 7D | -14.4% | +2.4% | -16.8% | -14.3% |
| 30D | -12.8% | +31.6% | -44.4% | -11.8% |
| 3M | -14.8% | +33.9% | -48.6% | -13.7% |
| 6M | -30.9% | +31.4% | -62.3% | -30.8% |
| YTD | -35.7% | +51.6% | -87.3% | -31.6% |
| 1Y | -49.5% | +65.2% | -114.7% | -44.8% |
| All | -49.5% | +66.3% | -115.8% | -44.8% |
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