+34.4%
ORLY vs HAS
+45.6%
-11.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -2.1% |
| 7D | -2.3% | -3.1% | +0.8% | -2.2% |
| 30D | -8.2% | -2.7% | -5.5% | -8.0% |
| 3M | -3.5% | +8.9% | -12.4% | -3.9% |
| 6M | -9.2% | -2.9% | -6.3% | -9.3% |
| YTD | -5.8% | +12.6% | -18.5% | -6.3% |
| 1Y | -19.3% | +17.5% | -36.7% | -19.8% |
| 3Y | +34.4% | +46.2% | -11.8% | +33.1% |
| All | +34.4% | +45.6% | -11.1% | +33.1% |
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