-13.6%
BITO vs HAS
+49.5%
-63.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -3.7% |
| 7D | -6.3% | +1.6% | -7.9% | -6.8% |
| 30D | -14.6% | +26.6% | -41.2% | -21.1% |
| 3M | +11.4% | +29.0% | -17.5% | +2.2% |
| 6M | -13.3% | +30.6% | -43.9% | -21.3% |
| YTD | -20.9% | +51.5% | -72.5% | -32.7% |
| 1Y | -32.1% | +58.5% | -90.6% | -43.3% |
| 3Y | +58.2% | +214.1% | -155.9% | -4.9% |
| 5Y | -13.6% | +50.2% | -63.8% | -17.5% |
| All | -13.6% | +49.5% | -63.1% | -17.5% |
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 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