+28.1%
BTDR vs HAS
+10.2%
+17.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +3.3% |
| 7D | +22.4% | -3.1% | +25.5% | +23.8% |
| 30D | +16.5% | -2.7% | +19.2% | +17.3% |
| 3M | -31.5% | +8.9% | -40.4% | -34.4% |
| 6M | +74.0% | -2.9% | +77.0% | +73.9% |
| YTD | +13.0% | +12.6% | +0.4% | +5.9% |
| 1Y | -0.2% | +17.5% | -17.7% | -8.3% |
| 3Y | +9.9% | +46.2% | -36.3% | -14.3% |
| 5Y | +28.1% | +12.6% | +15.5% | -2.3% |
| All | +28.1% | +10.2% | +17.9% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling