+10,029.5%
WDC vs HAS
+4,652.9%
+5,376.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -28.0% | -0.2% | -27.8% | -27.9% |
| 30D | -34.9% | +31.0% | -66.0% | -41.2% |
| 3M | -41.6% | +30.7% | -72.2% | -47.2% |
| 6M | -45.4% | +23.9% | -69.3% | -50.1% |
| YTD | +53.3% | +48.3% | +5.0% | +30.2% |
| 1Y | +61.5% | +60.2% | +1.3% | +33.5% |
| 3Y | +712.3% | +189.2% | +523.1% | +429.0% |
| 5Y | +524.2% | +50.4% | +473.8% | +410.7% |
| 10Y | +616.5% | +104.2% | +512.3% | +407.2% |
| All | +10,029.5% | +4,652.9% | +5,376.6% | +2,837.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling