+38.2%
REGN vs HAS
+21.6%
+16.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.7% |
| 7D | -5.6% | -1.1% | -4.5% | -5.4% |
| 30D | -2.0% | -2.8% | +0.9% | -1.5% |
| 3M | +28.0% | +10.1% | +17.9% | +26.0% |
| 6M | +1.2% | -1.4% | +2.5% | +0.6% |
| YTD | +1.6% | +14.2% | -12.5% | -1.6% |
| 1Y | +38.2% | +18.2% | +20.1% | +32.6% |
| All | +38.2% | +21.6% | +16.6% | +32.6% |
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