+2,071.0%
STX vs HAS
+106.1%
+1,965.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.7% | +8.1% | +9.3% |
| 7D | -14.8% | +2.2% | -16.9% | -15.3% |
| 30D | -35.4% | +29.6% | -64.9% | -40.7% |
| 3M | -37.7% | +30.3% | -67.9% | -43.0% |
| 6M | -35.2% | +25.6% | -60.8% | -40.5% |
| YTD | +84.4% | +50.8% | +33.6% | +57.6% |
| 1Y | +82.3% | +63.0% | +19.2% | +51.8% |
| 3Y | +646.2% | +211.6% | +434.6% | +391.1% |
| 5Y | +487.4% | +50.4% | +437.0% | +381.6% |
| 10Y | +2,071.0% | +101.9% | +1,969.2% | +1,441.6% |
| All | +2,071.0% | +106.1% | +1,965.0% | +1,441.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling