+1,359.3%
BP vs HAS
+4,652.9%
-3,293.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.3% |
| 3M | +6.7% | +30.7% | -23.9% | +1.0% |
| 6M | +2.2% | +23.9% | -21.7% | -2.7% |
| YTD | +33.0% | +48.3% | -15.3% | +21.2% |
| 1Y | +30.7% | +60.2% | -29.5% | +17.2% |
| 3Y | +44.2% | +189.2% | -145.0% | +12.7% |
| 5Y | +105.1% | +50.4% | +54.7% | +80.1% |
| 10Y | +133.5% | +104.2% | +29.3% | +86.3% |
| All | +1,359.3% | +4,652.9% | -3,293.6% | +725.8% |
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