+64.8%
SLB vs HAS
+51.1%
+13.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -3.7% | +2.2% | -5.9% | -4.2% |
| 30D | +2.9% | +29.6% | -26.7% | -3.8% |
| 3M | +0.2% | +30.3% | -30.0% | -6.5% |
| 6M | -4.4% | +25.6% | -30.0% | -10.4% |
| YTD | +33.4% | +50.8% | -17.4% | +18.4% |
| 1Y | +40.8% | +63.0% | -22.2% | +22.4% |
| 3Y | +3.2% | +211.6% | -208.4% | -24.4% |
| 5Y | +64.8% | +50.4% | +14.4% | +40.8% |
| All | +64.8% | +51.1% | +13.7% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling