+123.8%
STX vs HAS
+66.3%
+57.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.2% | -8.3% |
| 7D | -20.2% | +2.4% | -22.6% | -20.3% |
| 30D | -37.2% | +31.6% | -68.8% | -38.4% |
| 3M | -34.1% | +33.9% | -67.9% | -35.5% |
| 6M | -24.5% | +31.4% | -55.9% | -26.9% |
| YTD | +102.9% | +51.6% | +51.3% | +62.8% |
| 1Y | +123.8% | +65.2% | +58.6% | +63.8% |
| All | +123.8% | +66.3% | +57.5% | +63.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling