+71.4%
BAC vs HAS
+13.4%
+58.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.6% |
| 30D | -0.4% | +2.3% | -2.7% | -1.1% |
| 3M | +16.9% | +10.4% | +6.5% | +13.3% |
| 6M | +26.6% | -3.2% | +29.8% | +26.8% |
| YTD | +15.8% | +15.4% | +0.4% | +9.7% |
| 1Y | +27.2% | +18.8% | +8.4% | +19.2% |
| 3Y | +132.4% | +43.9% | +88.5% | +101.0% |
| All | +71.4% | +13.4% | +58.0% | +68.6% |
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 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