+1,907.8%
STX vs HAS
+102.4%
+1,805.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -17.3% | +3.3% | -20.5% | -18.1% |
| 30D | -35.9% | +30.5% | -66.5% | -41.3% |
| 3M | -37.3% | +29.9% | -67.2% | -42.6% |
| 6M | -35.8% | +26.5% | -62.4% | -41.2% |
| YTD | +82.7% | +51.9% | +30.8% | +55.8% |
| 1Y | +71.6% | +60.9% | +10.7% | +43.6% |
| 3Y | +635.3% | +215.0% | +420.3% | +382.4% |
| 5Y | +483.8% | +51.5% | +432.3% | +377.6% |
| All | +1,907.8% | +102.4% | +1,805.5% | +1,329.4% |
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