+443.6%
STX vs HAS
+50.4%
+393.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -28.5% | -0.2% | -28.3% | -28.4% |
| 30D | -42.9% | +31.0% | -73.9% | -48.6% |
| 3M | -45.9% | +30.7% | -76.6% | -51.3% |
| 6M | -41.3% | +23.9% | -65.2% | -46.6% |
| YTD | +67.9% | +48.3% | +19.6% | +39.4% |
| 1Y | +66.5% | +60.2% | +6.3% | +33.8% |
| 3Y | +588.0% | +189.2% | +398.8% | +311.5% |
| All | +443.6% | +50.4% | +393.2% | +373.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling