+16,011.1%
STX vs HAS
+1,398.9%
+14,612.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.5% |
| 7D | +2.4% | -1.8% | +4.2% | +3.1% |
| 30D | +1.4% | +2.3% | -0.9% | +0.3% |
| 3M | -8.2% | +10.4% | -18.6% | -12.3% |
| 6M | +127.0% | -3.2% | +130.3% | +126.5% |
| YTD | +209.1% | +15.4% | +193.7% | +185.3% |
| 1Y | +365.4% | +18.8% | +346.6% | +324.1% |
| 3Y | +1,135.4% | +43.9% | +1,091.5% | +912.4% |
| 5Y | +991.5% | +13.9% | +977.6% | +866.9% |
| 10Y | +3,695.8% | +56.4% | +3,639.4% | +2,504.2% |
| All | +16,011.1% | +1,398.9% | +14,612.2% | +3,932.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling