+38.3%
BN vs HAS
+13.4%
+24.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -2.5% | -1.8% | -0.7% | -1.7% |
| 30D | -9.5% | +2.3% | -11.8% | -10.4% |
| 3M | -10.4% | +10.4% | -20.7% | -14.4% |
| 6M | -6.4% | -3.2% | -3.1% | -6.1% |
| YTD | -11.9% | +15.4% | -27.3% | -18.5% |
| 1Y | -8.6% | +18.8% | -27.4% | -16.7% |
| 3Y | +77.6% | +43.9% | +33.6% | +44.5% |
| All | +38.3% | +13.4% | +24.9% | +25.3% |
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 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