+107.9%
BSX vs HAS
+102.4%
+5.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +2.8% | +3.3% | -0.5% | +2.0% |
| 30D | +4.6% | +30.5% | -25.9% | -2.3% |
| 3M | -11.4% | +29.9% | -41.3% | -17.2% |
| 6M | -17.1% | +26.5% | -43.7% | -22.4% |
| YTD | -53.1% | +51.9% | -105.1% | -58.4% |
| 1Y | -55.7% | +60.9% | -116.6% | -61.4% |
| 3Y | -13.3% | +215.0% | -228.3% | -39.0% |
| 5Y | +5.3% | +51.5% | -46.2% | -9.7% |
| All | +107.9% | +102.4% | +5.5% | +54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling