+71,068.7%
ROST vs HAS
+4,652.9%
+66,415.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | +1.2% | -0.2% | +1.4% | +1.3% |
| 30D | +2.5% | +31.0% | -28.6% | -6.2% |
| 3M | -9.0% | +30.7% | -39.6% | -16.6% |
| 6M | +1.3% | +23.9% | -22.6% | -6.2% |
| YTD | +29.1% | +48.3% | -19.3% | +12.1% |
| 1Y | +45.4% | +60.2% | -14.8% | +23.3% |
| 3Y | +94.9% | +189.2% | -94.4% | +32.7% |
| 5Y | +104.0% | +50.4% | +53.6% | +68.5% |
| 10Y | +314.8% | +104.2% | +210.6% | +193.9% |
| All | +71,068.7% | +4,652.9% | +66,415.8% | +17,039.0% |
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