-2.4%
BAC vs HAS
+59.3%
-61.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | 0.0% |
| 7D | +1.5% | +1.6% | -0.1% | +1.2% |
| 30D | -6.4% | +26.6% | -33.0% | -9.5% |
| 3M | -21.7% | +29.0% | -50.6% | -24.5% |
| 6M | +0.5% | +30.6% | -30.1% | -3.6% |
| YTD | -6.7% | +51.5% | -58.2% | -14.6% |
| All | -2.4% | +59.3% | -61.7% | -11.8% |
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