+562.1%
ROKU vs HAS
+30.7%
+531.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.4% |
| 7D | -1.3% | -1.8% | +0.5% | -0.3% |
| 30D | +5.9% | +2.3% | +3.6% | +4.4% |
| 3M | +23.9% | +10.4% | +13.5% | +16.0% |
| 6M | +59.6% | -3.2% | +62.8% | +59.4% |
| YTD | +43.4% | +15.4% | +28.0% | +28.7% |
| 1Y | +60.2% | +18.8% | +41.4% | +40.6% |
| 3Y | +90.4% | +43.9% | +46.5% | +44.8% |
| 5Y | -54.5% | +13.9% | -68.4% | -60.3% |
| All | +562.1% | +30.7% | +531.4% | +354.3% |
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