+928.2%
BSX vs HAS
+1,997.3%
-1,069.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.5% |
| 7D | -0.7% | +2.2% | -2.8% | -1.2% |
| 30D | +3.0% | +29.6% | -26.6% | -3.9% |
| 3M | -10.7% | +30.3% | -41.0% | -16.9% |
| 6M | -18.4% | +25.6% | -44.0% | -23.7% |
| YTD | -53.8% | +50.8% | -104.7% | -59.2% |
| 1Y | -56.0% | +63.0% | -119.0% | -61.9% |
| 3Y | -14.4% | +211.6% | -226.0% | -39.5% |
| 5Y | +2.9% | +50.4% | -47.5% | -13.3% |
| 10Y | +101.6% | +101.9% | -0.3% | +47.8% |
| All | +928.2% | +1,997.3% | -1,069.1% | +247.7% |
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