+44.2%
BP vs HAS
+181.4%
-137.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -11.6% | -0.2% | -11.5% | -11.6% |
| 30D | 0.0% | +31.0% | -31.0% | -3.0% |
| 3M | +6.7% | +30.7% | -23.9% | +3.5% |
| 6M | +2.2% | +23.9% | -21.7% | -0.4% |
| YTD | +33.0% | +48.3% | -15.3% | +24.7% |
| 1Y | +30.7% | +60.2% | -29.5% | +20.6% |
| 3Y | +44.2% | +189.2% | -145.0% | +20.0% |
| All | +44.2% | +181.4% | -137.2% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling