+10,587.0%
WMT vs HAS
+4,733.2%
+5,853.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.2% |
| 7D | -1.6% | +2.2% | -3.8% | -2.0% |
| 30D | +12.9% | +29.6% | -16.7% | +7.3% |
| 3M | +12.6% | +30.3% | -17.7% | +6.9% |
| 6M | -3.4% | +25.6% | -29.0% | -8.0% |
| YTD | +13.5% | +50.8% | -37.3% | +4.0% |
| 1Y | +23.5% | +63.0% | -39.5% | +11.5% |
| 3Y | +137.3% | +211.6% | -74.2% | +85.2% |
| 5Y | +167.9% | +50.4% | +117.5% | +136.6% |
| 10Y | +526.6% | +101.9% | +424.7% | +390.5% |
| All | +10,587.0% | +4,733.2% | +5,853.8% | +3,192.5% |
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 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