+113.2%
WDC vs HAS
+66.3%
+46.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.1% | -9.8% | -7.4% |
| 7D | -18.3% | +2.4% | -20.8% | -18.8% |
| 30D | -26.7% | +31.6% | -58.3% | -31.4% |
| 3M | -40.9% | +33.9% | -74.8% | -45.1% |
| 6M | -26.8% | +31.4% | -58.2% | -32.7% |
| YTD | +88.2% | +51.6% | +36.5% | +42.8% |
| 1Y | +113.2% | +65.2% | +48.0% | +50.0% |
| All | +113.2% | +66.3% | +46.9% | +50.0% |
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