+1,376.8%
BAC vs HAS
+3,598.5%
-2,221.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +1.1% | -1.8% | +2.9% | +1.7% |
| 30D | -0.4% | +2.3% | -2.7% | -1.2% |
| 3M | +16.9% | +10.4% | +6.5% | +12.5% |
| 6M | +26.6% | -3.2% | +29.8% | +26.7% |
| YTD | +15.8% | +15.4% | +0.4% | +8.7% |
| 1Y | +27.2% | +18.8% | +8.4% | +17.9% |
| 3Y | +132.4% | +43.9% | +88.5% | +95.2% |
| 5Y | +72.6% | +13.9% | +58.7% | +53.7% |
| 10Y | +389.7% | +56.4% | +333.3% | +268.9% |
| All | +1,376.8% | +3,598.5% | -2,221.7% | +304.4% |
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