+129.7%
WMT vs HAS
+10.2%
+119.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.7% |
| 7D | +0.1% | -3.1% | +3.2% | +0.5% |
| 30D | -5.0% | -2.7% | -2.3% | -4.6% |
| 3M | -11.3% | +8.9% | -20.2% | -12.4% |
| 6M | -13.8% | -2.9% | -10.9% | -13.7% |
| YTD | -4.2% | +12.6% | -16.8% | -6.2% |
| 1Y | +4.6% | +17.5% | -12.9% | +1.7% |
| 3Y | +100.5% | +46.2% | +54.3% | +86.4% |
| 5Y | +129.7% | +12.6% | +117.1% | +123.2% |
| All | +129.7% | +10.2% | +119.5% | +123.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling