+11,882.3%
WAT vs HAS
+1,729.2%
+10,153.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.7% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | +3.8% | +31.3% | -27.5% | -3.3% |
| 3M | +13.3% | +32.1% | -18.8% | +5.2% |
| 6M | +32.2% | +28.1% | +4.1% | +23.2% |
| YTD | +19.3% | +49.1% | -29.8% | +6.4% |
| 1Y | +21.8% | +60.5% | -38.7% | +6.6% |
| 3Y | +73.9% | +183.9% | -109.9% | +30.2% |
| 5Y | +32.1% | +51.2% | -19.1% | +13.6% |
| 10Y | +228.2% | +105.3% | +123.0% | +146.2% |
| All | +11,882.3% | +1,729.2% | +10,153.1% | +5,332.5% |
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