+15,687.7%
BN vs HAS
+4,652.9%
+11,034.8%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +5.3% | -0.2% | +5.5% | +5.4% |
| 30D | +11.9% | +31.0% | -19.1% | +4.7% |
| 3M | -5.7% | +30.7% | -36.4% | -11.8% |
| 6M | -10.6% | +23.9% | -34.5% | -15.6% |
| YTD | -9.4% | +48.3% | -57.7% | -18.3% |
| 1Y | -8.8% | +60.2% | -69.0% | -19.3% |
| 3Y | +95.6% | +189.2% | -93.6% | +49.3% |
| 5Y | +30.2% | +50.4% | -20.3% | +14.0% |
| 10Y | +277.0% | +104.2% | +172.8% | +198.2% |
| All | +15,687.7% | +4,652.9% | +11,034.8% | +7,689.9% |
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