+34.3%
BP vs HAS
+20.3%
+14.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.5% |
| 7D | +3.9% | -1.8% | +5.7% | +3.8% |
| 30D | +7.6% | +2.3% | +5.4% | +7.8% |
| 3M | +0.7% | +10.4% | -9.7% | +1.6% |
| 6M | +15.5% | -3.2% | +18.7% | +16.3% |
| YTD | +30.8% | +15.4% | +15.4% | +28.7% |
| 1Y | +34.3% | +18.8% | +15.5% | +29.0% |
| All | +34.3% | +20.3% | +14.0% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling