+11,850.9%
WDC vs HAS
+4,755.6%
+7,095.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.4% | +0.1% |
| 7D | +16.3% | +1.6% | +14.7% | +15.7% |
| 30D | -18.3% | +26.6% | -44.9% | -25.1% |
| 3M | -31.4% | +29.0% | -60.4% | -37.7% |
| 6M | -36.3% | +30.6% | -66.9% | -42.8% |
| YTD | +80.8% | +51.5% | +29.3% | +52.6% |
| 1Y | +87.7% | +58.5% | +29.2% | +55.8% |
| 3Y | +819.4% | +214.1% | +605.3% | +481.7% |
| 5Y | +583.2% | +50.2% | +533.0% | +459.5% |
| 10Y | +689.8% | +100.0% | +589.7% | +462.5% |
| All | +11,850.9% | +4,755.6% | +7,095.3% | +3,341.8% |
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