-0.9%
BA vs HAS
+13.4%
-14.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | +1.2% | -1.8% | +3.0% | +1.7% |
| 30D | -11.6% | +2.3% | -13.9% | -12.3% |
| 3M | -2.4% | +10.4% | -12.7% | -5.6% |
| 6M | -6.6% | -3.2% | -3.4% | -6.5% |
| YTD | -2.2% | +15.4% | -17.7% | -8.2% |
| 1Y | -8.0% | +18.8% | -26.8% | -14.7% |
| 3Y | -5.0% | +43.9% | -48.9% | -18.0% |
| All | -0.9% | +13.4% | -14.3% | +12.2% |
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