+3,634.3%
REGN vs HAS
+2,688.5%
+945.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.9% |
| 7D | -5.6% | -1.1% | -4.5% | -5.3% |
| 30D | -2.0% | -2.8% | +0.9% | -1.2% |
| 3M | +28.0% | +10.1% | +17.9% | +24.1% |
| 6M | +1.2% | -1.4% | +2.5% | +0.8% |
| YTD | +1.6% | +14.2% | -12.5% | -3.1% |
| 1Y | +38.2% | +18.2% | +20.1% | +30.2% |
| 3Y | -5.4% | +48.6% | -54.0% | -18.5% |
| 5Y | +21.3% | +14.2% | +7.1% | +9.7% |
| 10Y | +105.2% | +60.5% | +44.7% | +50.7% |
| All | +3,634.3% | +2,688.5% | +945.8% | +672.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling