+1,364.9%
BP vs HAS
+4,678.1%
-3,313.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.7% |
| 7D | -11.2% | 0.0% | -11.2% | -11.2% |
| 30D | -0.7% | +31.3% | -32.0% | -6.1% |
| 3M | +9.8% | +32.1% | -22.3% | +3.6% |
| 6M | -1.6% | +28.1% | -29.7% | -7.0% |
| YTD | +33.5% | +49.1% | -15.6% | +21.6% |
| 1Y | +31.7% | +60.5% | -28.8% | +18.1% |
| 3Y | +45.1% | +183.9% | -138.7% | +13.9% |
| 5Y | +105.9% | +51.2% | +54.7% | +80.6% |
| 10Y | +134.4% | +105.3% | +29.2% | +86.9% |
| All | +1,364.9% | +4,678.1% | -3,313.2% | +728.1% |
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