+1,016.5%
BSX vs HAS
+1,504.9%
-488.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +2.0% | -1.8% | +3.9% | +2.5% |
| 30D | +0.1% | +2.3% | -2.1% | -0.5% |
| 3M | -2.1% | +10.4% | -12.5% | -5.0% |
| 6M | -33.8% | -3.2% | -30.6% | -33.7% |
| YTD | -49.9% | +15.4% | -65.3% | -52.3% |
| 1Y | -55.4% | +18.8% | -74.2% | -58.0% |
| 3Y | -10.9% | +43.9% | -54.8% | -22.5% |
| 5Y | +6.4% | +13.9% | -7.5% | -3.3% |
| 10Y | +97.0% | +56.4% | +40.6% | +54.7% |
| All | +1,016.5% | +1,504.9% | -488.4% | +306.1% |
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