+1.0%
WBD vs HAS
+13.4%
-12.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -1.8% | -1.8% | 0.0% | -0.9% |
| 30D | +8.8% | +2.3% | +6.5% | +7.4% |
| 3M | +4.6% | +10.4% | -5.7% | -1.4% |
| 6M | +1.1% | -3.2% | +4.3% | +0.8% |
| YTD | -2.0% | +15.4% | -17.4% | -12.6% |
| 1Y | +140.0% | +18.8% | +121.2% | +109.3% |
| 3Y | +144.4% | +43.9% | +100.4% | +83.3% |
| All | +1.0% | +13.4% | -12.4% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling