+9,012.0%
WMT vs HAS
+3,598.5%
+5,413.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +3.9% | -1.8% | +5.7% | +4.3% |
| 30D | -4.4% | +2.3% | -6.7% | -4.8% |
| 3M | -8.8% | +10.4% | -19.1% | -10.7% |
| 6M | -15.6% | -3.2% | -12.4% | -15.5% |
| YTD | -3.2% | +15.4% | -18.6% | -6.5% |
| 1Y | +7.0% | +18.8% | -11.8% | +2.7% |
| 3Y | +105.3% | +43.9% | +61.4% | +85.7% |
| 5Y | +129.3% | +13.9% | +115.4% | +113.5% |
| 10Y | +423.9% | +56.4% | +367.5% | +330.6% |
| All | +9,012.0% | +3,598.5% | +5,413.5% | +2,858.2% |
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 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