+66.6%
WDC vs HAS
+61.8%
+4.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +9.4% |
| 7D | -14.4% | +2.2% | -16.6% | -14.7% |
| 30D | -27.1% | +29.6% | -56.6% | -31.1% |
| 3M | -33.3% | +30.3% | -63.5% | -37.1% |
| 6M | -39.6% | +25.6% | -65.2% | -43.6% |
| YTD | +68.4% | +50.8% | +17.6% | +30.5% |
| All | +66.6% | +61.8% | +4.9% | +28.1% |
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