-36.5%
BROS vs HAS
+59.5%
-96.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -21.2% | -0.2% | -21.1% | -21.0% |
| 30D | -11.6% | +31.0% | -42.6% | -17.4% |
| 3M | -36.7% | +30.7% | -67.3% | -40.9% |
| 6M | -42.8% | +23.9% | -66.7% | -46.1% |
| YTD | -44.8% | +48.3% | -93.2% | -55.6% |
| 1Y | -36.5% | +60.2% | -96.8% | -56.9% |
| All | -36.5% | +59.5% | -96.0% | -56.9% |
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