+87.4%
BAC vs HAS
+181.4%
-94.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | -7.7% | +31.0% | -38.7% | -13.5% |
| 3M | -21.2% | +30.7% | -51.8% | -26.1% |
| 6M | -6.8% | +23.9% | -30.8% | -11.9% |
| YTD | -8.7% | +48.3% | -57.0% | -18.1% |
| 1Y | -5.3% | +60.2% | -65.5% | -16.9% |
| 3Y | +87.4% | +189.2% | -101.8% | +31.2% |
| All | +87.4% | +181.4% | -94.0% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling