+26.3%
BP vs HAS
+61.8%
-35.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.3% |
| 7D | -6.9% | +2.2% | -9.0% | -6.6% |
| 30D | -3.6% | +29.6% | -33.2% | -0.8% |
| 3M | +8.4% | +30.3% | -21.8% | +11.6% |
| 6M | +5.3% | +25.6% | -20.3% | +7.9% |
| YTD | +33.2% | +50.8% | -17.7% | +36.8% |
| All | +26.3% | +61.8% | -35.5% | +28.9% |
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 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