+1,574.6%
BE vs HAS
+44.2%
+1,530.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.5% |
| 7D | +20.0% | -1.8% | +21.8% | +20.7% |
| 30D | +7.9% | +2.3% | +5.6% | +6.7% |
| 3M | -13.2% | +10.4% | -23.6% | -17.5% |
| 6M | +53.5% | -3.2% | +56.7% | +52.5% |
| YTD | +191.0% | +15.4% | +175.6% | +165.3% |
| 1Y | +360.5% | +18.8% | +341.7% | +312.1% |
| All | +1,574.6% | +44.2% | +1,530.4% | +1,180.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling