+532.2%
BE vs HAS
+48.2%
+483.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.2% | -4.5% |
| 7D | +10.8% | +1.4% | +9.4% | +10.3% |
| 30D | -19.8% | +26.3% | -46.1% | -29.0% |
| 3M | -18.7% | +25.6% | -44.3% | -28.1% |
| 6M | -33.7% | +30.3% | -64.0% | -43.7% |
| YTD | +121.0% | +50.4% | +70.6% | +70.0% |
| 1Y | +85.4% | +57.7% | +27.7% | +38.1% |
| 3Y | +1,709.5% | +213.4% | +1,496.1% | +671.4% |
| All | +532.2% | +48.2% | +483.9% | +420.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling