+47.3%
BDX vs HAS
+58.1%
-10.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.3% |
| 7D | +2.9% | +1.4% | +1.5% | +2.4% |
| 30D | +15.4% | +26.3% | -10.9% | +7.3% |
| 3M | +20.5% | +25.6% | -5.1% | +12.2% |
| 6M | +53.2% | +30.3% | +22.9% | +40.1% |
| YTD | +45.7% | +50.4% | -4.7% | +25.0% |
| 1Y | +47.3% | +57.7% | -10.5% | +23.2% |
| All | +47.3% | +58.1% | -10.8% | +23.2% |
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 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