+27.3%
WAT vs HAS
+66.3%
-39.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.1% |
| 7D | -1.9% | +2.4% | -4.4% | -2.4% |
| 30D | +6.2% | +31.6% | -25.4% | +1.3% |
| 3M | +18.1% | +33.9% | -15.8% | +12.2% |
| 6M | +54.9% | +31.4% | +23.5% | +46.6% |
| YTD | +23.1% | +51.6% | -28.5% | +6.3% |
| 1Y | +27.3% | +65.2% | -37.9% | +3.1% |
| All | +27.3% | +66.3% | -39.0% | +3.1% |
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