+15.1%
BND vs HAS
+181.4%
-166.3%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | +2.3% | +31.0% | -28.8% | +1.6% |
| 3M | -0.2% | +30.7% | -30.9% | -0.9% |
| 6M | -1.0% | +23.9% | -24.9% | -1.6% |
| YTD | -0.4% | +48.3% | -48.7% | -1.5% |
| 1Y | -0.1% | +60.2% | -60.3% | -1.5% |
| 3Y | +15.1% | +189.2% | -174.1% | +11.0% |
| All | +15.1% | +181.4% | -166.3% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling