+28,817.6%
WM vs HAS
+4,759.6%
+24,058.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.4% | +1.1% |
| 7D | +5.9% | +2.4% | +3.5% | +5.5% |
| 30D | +15.4% | +31.6% | -16.2% | +10.1% |
| 3M | +6.3% | +33.9% | -27.5% | +1.1% |
| 6M | +5.6% | +31.4% | -25.8% | +0.3% |
| YTD | +9.9% | +51.6% | -41.7% | +1.6% |
| 1Y | +20.8% | +65.2% | -44.4% | +10.0% |
| 3Y | +48.5% | +188.7% | -140.2% | +20.2% |
| 5Y | +60.6% | +55.7% | +4.9% | +42.6% |
| 10Y | +349.8% | +108.8% | +241.0% | +262.3% |
| All | +28,817.6% | +4,759.6% | +24,058.0% | +12,420.0% |
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 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