+102.4%
STX vs HAS
+58.1%
+44.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.0% |
| 7D | +14.6% | +1.4% | +13.2% | +14.5% |
| 30D | -26.0% | +26.3% | -52.2% | -26.8% |
| 3M | -42.6% | +25.6% | -68.2% | -43.2% |
| 6M | -35.3% | +30.3% | -65.5% | -36.9% |
| YTD | +92.5% | +50.4% | +42.1% | +59.5% |
| 1Y | +102.4% | +57.7% | +44.7% | +60.7% |
| All | +102.4% | +58.1% | +44.3% | +60.7% |
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