-9.4%
BITO vs HAS
+16.7%
-26.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.2% |
| 7D | +1.1% | -4.8% | +5.9% | +2.7% |
| 30D | +21.8% | -5.1% | +26.9% | +23.8% |
| 3M | +25.0% | +6.4% | +18.6% | +21.8% |
| 6M | +11.3% | -5.6% | +17.0% | +12.4% |
| YTD | -12.7% | +11.0% | -23.7% | -17.3% |
| 1Y | -32.3% | +16.8% | -49.1% | -37.3% |
| 3Y | +150.3% | +44.0% | +106.3% | +109.5% |
| All | -9.4% | +16.7% | -26.0% | -3.7% |
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