-11.5%
BA vs HAS
+61.8%
-73.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.7% |
| 7D | -1.7% | +2.2% | -3.9% | -1.8% |
| 30D | -9.5% | +29.6% | -39.0% | -10.4% |
| 3M | -26.5% | +30.3% | -56.7% | -27.2% |
| 6M | -27.4% | +25.6% | -53.0% | -27.7% |
| YTD | -20.6% | +50.8% | -71.4% | -20.7% |
| All | -11.5% | +61.8% | -73.3% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling