+15,251.3%
BN vs HAS
+3,598.5%
+11,652.9%
-72.5%
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 | -2.5% | -1.8% | -0.7% | -2.0% |
| 30D | -9.5% | +2.3% | -11.8% | -10.0% |
| 3M | -10.4% | +10.4% | -20.7% | -12.7% |
| 6M | -6.4% | -3.2% | -3.1% | -6.2% |
| YTD | -11.9% | +15.4% | -27.3% | -15.5% |
| 1Y | -8.6% | +18.8% | -27.4% | -13.0% |
| 3Y | +77.6% | +43.9% | +33.6% | +59.3% |
| 5Y | +37.0% | +13.9% | +23.1% | +28.3% |
| 10Y | +266.4% | +56.4% | +210.0% | +209.1% |
| All | +15,251.3% | +3,598.5% | +11,652.9% | +7,959.8% |
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