-20.3%
BROS vs HAS
+66.3%
-86.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.1% | +0.2% |
| 7D | +2.5% | +2.4% | 0.0% | +1.9% |
| 30D | +15.1% | +31.6% | -16.5% | +7.1% |
| 3M | -31.4% | +33.9% | -65.2% | -36.5% |
| 6M | -22.6% | +31.4% | -54.0% | -28.8% |
| YTD | -28.1% | +51.6% | -79.8% | -42.9% |
| 1Y | -20.3% | +65.2% | -85.4% | -47.6% |
| All | -20.3% | +66.3% | -86.6% | -47.6% |
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