+1,072.4%
BAC vs HAS
+4,678.1%
-3,605.7%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -3.0% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -8.0% | +31.3% | -39.3% | -16.4% |
| 3M | -20.9% | +32.1% | -53.0% | -28.4% |
| 6M | -5.4% | +28.1% | -33.5% | -14.0% |
| YTD | -8.1% | +49.1% | -57.2% | -21.2% |
| 1Y | -3.1% | +60.5% | -63.6% | -19.1% |
| 3Y | +88.1% | +183.9% | -95.7% | +25.1% |
| 5Y | +19.7% | +51.2% | -31.5% | -3.4% |
| 10Y | +275.9% | +105.3% | +170.6% | +157.6% |
| All | +1,072.4% | +4,678.1% | -3,605.7% | +193.1% |
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