+1,245.5%
WDC vs HAS
+53.3%
+1,192.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.3% |
| 7D | +6.0% | -3.1% | +9.1% | +7.5% |
| 30D | +9.9% | -2.7% | +12.6% | +11.2% |
| 3M | -9.4% | +8.9% | -18.3% | -13.7% |
| 6M | +94.7% | -2.9% | +97.6% | +94.3% |
| YTD | +177.4% | +12.6% | +164.7% | +155.1% |
| 1Y | +412.6% | +17.5% | +395.1% | +361.4% |
| 3Y | +1,359.8% | +46.2% | +1,313.6% | +1,036.8% |
| 5Y | +992.6% | +12.6% | +980.0% | +862.1% |
| 10Y | +1,245.5% | +55.7% | +1,189.8% | +905.5% |
| All | +1,245.5% | +53.3% | +1,192.2% | +905.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling