+20.6%
BAC vs HAS
+51.6%
-31.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.1% |
| 7D | +2.1% | +3.3% | -1.2% | +1.2% |
| 30D | -6.7% | +30.5% | -37.2% | -13.4% |
| 3M | -20.2% | +29.9% | -50.1% | -26.0% |
| 6M | -0.2% | +26.5% | -26.8% | -7.1% |
| YTD | -6.4% | +51.9% | -58.3% | -17.9% |
| 1Y | -3.1% | +60.9% | -64.0% | -16.6% |
| 3Y | +96.7% | +215.0% | -118.2% | +33.3% |
| All | +20.6% | +51.6% | -31.0% | +7.2% |
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