+100.5%
WMT vs HAS
+45.6%
+54.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.8% |
| 7D | +0.1% | -3.1% | +3.2% | +0.4% |
| 30D | -5.0% | -2.7% | -2.3% | -4.7% |
| 3M | -11.3% | +8.9% | -20.2% | -12.1% |
| 6M | -13.8% | -2.9% | -10.9% | -13.7% |
| YTD | -4.2% | +12.6% | -16.8% | -5.8% |
| 1Y | +4.6% | +17.5% | -12.9% | +2.3% |
| 3Y | +100.5% | +46.2% | +54.3% | +87.2% |
| All | +100.5% | +45.6% | +54.9% | +87.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling