+34.6%
ORLY vs HAS
+215.8%
-181.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.5% |
| 7D | -0.7% | +3.3% | -3.9% | -0.9% |
| 30D | +3.4% | +30.5% | -27.1% | +1.4% |
| 3M | -3.1% | +29.9% | -33.0% | -4.9% |
| 6M | -3.8% | +26.5% | -30.4% | -5.8% |
| YTD | -2.0% | +51.9% | -53.9% | -4.9% |
| 1Y | -8.9% | +60.9% | -69.8% | -11.8% |
| All | +34.6% | +215.8% | -181.2% | +32.5% |
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