-13.4%
WBD vs HAS
-5.8%
-7.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | 0.0% |
| 7D | +6.7% | -1.4% | +8.1% | +7.5% |
| 30D | +19.3% | +2.8% | +16.5% | +17.2% |
| 3M | +78.9% | +0.8% | +78.2% | +77.9% |
| 6M | +171.9% | +28.0% | +143.9% | +131.7% |
| YTD | +115.3% | +41.7% | +73.7% | +71.1% |
| 1Y | +177.2% | +19.6% | +157.6% | +143.5% |
| 3Y | +118.2% | +40.4% | +77.8% | +63.8% |
| All | -13.4% | -5.8% | -7.6% | -8.2% |
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