+10,249.8%
STX vs HAS
+1,867.9%
+8,381.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.9% | -0.4% |
| 7D | +16.8% | +1.6% | +15.2% | +16.2% |
| 30D | -27.0% | +26.6% | -53.7% | -33.6% |
| 3M | -37.9% | +29.0% | -66.9% | -44.0% |
| 6M | -32.5% | +30.6% | -63.1% | -40.0% |
| YTD | +98.6% | +51.5% | +47.1% | +64.1% |
| 1Y | +93.6% | +58.5% | +35.1% | +57.2% |
| 3Y | +699.1% | +214.1% | +485.0% | +379.7% |
| 5Y | +481.0% | +50.2% | +430.8% | +361.1% |
| 10Y | +2,082.0% | +100.0% | +1,982.0% | +1,259.2% |
| All | +10,249.8% | +1,867.9% | +8,381.9% | +2,220.0% |
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