+406.7%
BNY vs HAS
+61.8%
+344.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | -1.3% | -1.1% | -0.3% | -1.0% |
| 30D | -0.2% | -2.8% | +2.6% | +0.7% |
| 3M | +14.9% | +10.1% | +4.8% | +11.1% |
| 6M | +40.0% | -1.4% | +41.4% | +39.2% |
| YTD | +42.0% | +14.2% | +27.8% | +34.4% |
| 1Y | +56.9% | +18.2% | +38.7% | +46.6% |
| 3Y | +289.9% | +48.6% | +241.3% | +228.4% |
| 5Y | +259.2% | +14.2% | +245.0% | +225.2% |
| All | +406.7% | +61.8% | +344.9% | +291.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling