+19.4%
BIL vs HAS
+50.4%
-31.0%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | 0.0% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | 0.0% | +31.0% | -31.0% | 0.0% |
| 3M | +0.3% | +30.7% | -30.3% | +0.3% |
| 6M | +1.2% | +23.9% | -22.7% | +1.3% |
| YTD | +2.5% | +48.3% | -45.9% | +2.5% |
| 1Y | +3.0% | +60.2% | -57.2% | +3.1% |
| 3Y | +13.2% | +189.2% | -176.1% | +13.2% |
| All | +19.4% | +50.4% | -31.0% | +19.4% |
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