+4.3%
WMT vs HAS
+16.0%
-11.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.1% |
| 7D | -0.2% | -4.8% | +4.6% | +0.2% |
| 30D | -5.8% | -5.1% | -0.7% | -5.4% |
| 3M | -10.8% | +6.4% | -17.1% | -11.2% |
| 6M | -14.3% | -5.6% | -8.7% | -14.0% |
| YTD | -4.4% | +11.0% | -15.4% | -6.4% |
| 1Y | +4.3% | +16.8% | -12.5% | +1.5% |
| All | +4.3% | +16.0% | -11.7% | +1.5% |
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 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