+44.6%
BAX vs HAS
+63.1%
-18.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.0% |
| 7D | -0.6% | +2.0% | -2.6% | -1.4% |
| 30D | +6.3% | +30.9% | -24.6% | -5.0% |
| 3M | -4.6% | +28.8% | -33.3% | -14.0% |
| 6M | +50.4% | +32.3% | +18.1% | +32.7% |
| YTD | +38.0% | +54.7% | -16.7% | +14.3% |
| 1Y | +44.6% | +63.2% | -18.6% | +14.4% |
| All | +44.6% | +63.1% | -18.5% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling