+7,500.8%
BNY vs HAS
+4,718.5%
+2,782.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | +3.9% | +1.4% | +2.5% | +3.4% |
| 30D | +11.9% | +26.3% | -14.3% | +3.4% |
| 3M | -5.0% | +25.6% | -30.6% | -12.2% |
| 6M | +14.6% | +30.3% | -15.7% | +3.9% |
| YTD | +34.5% | +50.4% | -15.9% | +15.5% |
| 1Y | +40.6% | +57.7% | -17.1% | +18.8% |
| 3Y | +261.7% | +213.4% | +48.3% | +134.5% |
| 5Y | +192.3% | +49.1% | +143.2% | +137.7% |
| 10Y | +324.0% | +98.5% | +225.5% | +191.2% |
| All | +7,500.8% | +4,718.5% | +2,782.4% | +1,974.8% |
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