+93.1%
BKNG vs HAS
+12.1%
+81.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.1% |
| 7D | -10.7% | -3.1% | -7.6% | -9.8% |
| 30D | -18.1% | -6.4% | -11.7% | -16.5% |
| 3M | +8.5% | +10.4% | -1.9% | +5.6% |
| 6M | -0.1% | -3.7% | +3.6% | +0.6% |
| YTD | -18.2% | +12.5% | -30.7% | -21.4% |
| 1Y | -19.9% | +19.8% | -39.7% | -24.6% |
| 3Y | +41.6% | +46.0% | -4.4% | +23.8% |
| 5Y | +93.1% | +12.5% | +80.6% | +100.1% |
| All | +93.1% | +12.1% | +81.0% | +100.1% |
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