+10,726.6%
WAT vs HAS
+1,315.9%
+9,410.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -1.3% | -1.8% | +0.5% | -0.8% |
| 30D | +2.3% | +2.3% | +0.1% | +1.7% |
| 3M | +8.7% | +10.4% | -1.6% | +5.8% |
| 6M | +28.3% | -3.2% | +31.6% | +28.5% |
| YTD | +7.8% | +15.4% | -7.6% | +2.8% |
| 1Y | +36.6% | +18.8% | +17.8% | +29.2% |
| 3Y | +45.7% | +43.9% | +1.7% | +29.0% |
| 5Y | -3.3% | +13.9% | -17.2% | -10.5% |
| 10Y | +162.1% | +56.4% | +105.7% | +110.9% |
| All | +10,726.6% | +1,315.9% | +9,410.7% | +5,150.8% |
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 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