+911.5%
BE vs HAS
+23.0%
+888.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.9% | +7.6% |
| 7D | +20.0% | -1.8% | +21.8% | +21.2% |
| 30D | +7.9% | +2.3% | +5.6% | +6.1% |
| 3M | -13.2% | +10.4% | -23.6% | -19.4% |
| 6M | +53.5% | -3.2% | +56.7% | +52.1% |
| YTD | +191.0% | +15.4% | +175.6% | +156.8% |
| 1Y | +360.5% | +18.8% | +341.7% | +296.4% |
| 3Y | +1,568.0% | +43.9% | +1,524.1% | +1,106.4% |
| 5Y | +1,055.2% | +13.9% | +1,041.3% | +874.5% |
| All | +911.5% | +23.0% | +888.5% | +521.6% |
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