+1,184.4%
STX vs HAS
+44.2%
+1,140.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.5% |
| 7D | +2.4% | -1.8% | +4.2% | +2.9% |
| 30D | +1.4% | +2.3% | -0.9% | +0.6% |
| 3M | -8.2% | +10.4% | -18.6% | -11.5% |
| 6M | +127.0% | -3.2% | +130.3% | +126.4% |
| YTD | +209.1% | +15.4% | +193.7% | +186.4% |
| 1Y | +365.4% | +18.8% | +346.6% | +326.2% |
| All | +1,184.4% | +44.2% | +1,140.2% | +1,086.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling