+76.4%
BND vs HAS
+473.5%
-397.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.1% | -1.8% | +1.7% | -0.2% |
| 30D | -0.4% | +2.3% | -2.6% | -0.3% |
| 3M | -0.6% | +10.4% | -11.0% | -0.6% |
| 6M | -1.4% | -3.2% | +1.8% | -1.5% |
| YTD | -0.2% | +15.4% | -15.6% | -0.2% |
| 1Y | +1.3% | +18.8% | -17.5% | +1.3% |
| 3Y | +13.2% | +43.9% | -30.8% | +13.3% |
| 5Y | -1.6% | +13.9% | -15.5% | -1.6% |
| 10Y | +15.5% | +56.4% | -40.9% | +16.2% |
| All | +76.4% | +473.5% | -397.1% | +85.9% |
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