-28.6%
BROS vs HAS
+16.8%
-45.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.7% |
| 7D | -0.9% | -3.1% | +2.2% | +0.1% |
| 30D | -13.5% | -2.7% | -10.7% | -12.7% |
| 3M | -18.4% | +8.9% | -27.4% | -21.3% |
| 6M | -10.6% | -2.9% | -7.7% | -11.2% |
| YTD | -25.1% | +12.6% | -37.7% | -34.4% |
| 1Y | -28.6% | +17.5% | -46.1% | -42.0% |
| All | -28.6% | +16.8% | -45.5% | -42.0% |
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 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