+73.5%
BA vs HAS
+56.4%
+17.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | +1.2% | -1.8% | +3.0% | +2.0% |
| 30D | -11.6% | +2.3% | -13.9% | -12.6% |
| 3M | -2.4% | +10.4% | -12.7% | -7.3% |
| 6M | -6.6% | -3.2% | -3.4% | -6.7% |
| YTD | -2.2% | +15.4% | -17.7% | -10.8% |
| 1Y | -8.0% | +18.8% | -26.8% | -17.6% |
| 3Y | -5.0% | +43.9% | -48.9% | -25.8% |
| 5Y | -2.7% | +13.9% | -16.6% | -15.1% |
| All | +73.5% | +56.4% | +17.1% | +19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling