+813.6%
SLB vs HAS
+4,678.1%
-3,864.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.7% | -2.0% | -3.3% |
| 7D | -7.7% | 0.0% | -7.7% | -7.8% |
| 30D | -0.7% | +31.3% | -32.0% | -7.7% |
| 3M | 0.0% | +32.1% | -32.1% | -7.3% |
| 6M | -10.4% | +28.1% | -38.6% | -16.7% |
| YTD | +31.5% | +49.1% | -17.6% | +17.0% |
| 1Y | +39.1% | +60.5% | -21.4% | +21.4% |
| 3Y | -5.7% | +183.9% | -189.6% | -30.2% |
| 5Y | +65.4% | +51.2% | +14.2% | +40.7% |
| 10Y | -15.6% | +105.3% | -120.8% | -35.8% |
| All | +813.6% | +4,678.1% | -3,864.4% | +267.1% |
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