+6,139.1%
BDX vs HAS
+4,652.9%
+1,486.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +7.1% | -0.2% | +7.2% | +7.1% |
| 30D | +17.6% | +31.0% | -13.4% | +11.8% |
| 3M | +20.4% | +30.7% | -10.3% | +14.4% |
| 6M | +48.3% | +23.9% | +24.4% | +42.0% |
| YTD | +41.6% | +48.3% | -6.7% | +31.0% |
| 1Y | +55.7% | +60.2% | -4.5% | +42.0% |
| 3Y | +10.6% | +189.2% | -178.6% | -10.6% |
| 5Y | +24.0% | +50.4% | -26.4% | +10.9% |
| 10Y | +84.8% | +104.2% | -19.3% | +48.9% |
| All | +6,139.1% | +4,652.9% | +1,486.2% | +2,490.6% |
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