+1,462.0%
BA vs HAS
+4,678.1%
-3,216.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.9% | -2.0% |
| 7D | -0.1% | 0.0% | -0.1% | -0.1% |
| 30D | -9.1% | +31.3% | -40.4% | -16.8% |
| 3M | -28.2% | +32.1% | -60.3% | -34.4% |
| 6M | -23.1% | +28.1% | -51.3% | -29.7% |
| YTD | -20.6% | +49.1% | -69.6% | -31.1% |
| 1Y | -12.7% | +60.5% | -73.2% | -26.2% |
| 3Y | -11.6% | +183.9% | -195.4% | -39.2% |
| 5Y | -23.1% | +51.2% | -74.4% | -36.4% |
| 10Y | +34.4% | +105.3% | -70.9% | -0.9% |
| All | +1,462.0% | +4,678.1% | -3,216.1% | +358.6% |
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