+13,325.9%
BLK vs HAS
+764.6%
+12,561.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -3.6% | -1.8% | -1.8% | -3.0% |
| 30D | -1.0% | +2.3% | -3.3% | -1.8% |
| 3M | +10.4% | +10.4% | 0.0% | +6.2% |
| 6M | +8.2% | -3.2% | +11.4% | +8.4% |
| YTD | +6.0% | +15.4% | -9.4% | -0.4% |
| 1Y | +3.3% | +18.8% | -15.5% | -4.1% |
| 3Y | +70.3% | +43.9% | +26.3% | +43.2% |
| 5Y | +34.5% | +13.9% | +20.6% | +20.8% |
| 10Y | +281.9% | +56.4% | +225.5% | +184.3% |
| All | +13,325.9% | +764.6% | +12,561.3% | +5,785.3% |
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