-33.6%
BTDR vs HAS
+51.1%
-84.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.7% | +8.2% | +9.3% |
| 7D | +7.1% | +2.2% | +5.0% | +6.4% |
| 30D | -31.4% | +29.6% | -60.9% | -37.9% |
| 3M | -39.2% | +30.3% | -69.5% | -45.4% |
| 6M | -50.9% | +25.6% | -76.5% | -55.7% |
| YTD | -41.0% | +50.8% | -91.9% | -50.8% |
| 1Y | -69.9% | +63.0% | -133.0% | -75.8% |
| 3Y | +87.3% | +211.6% | -124.3% | +20.0% |
| 5Y | -33.6% | +50.4% | -84.0% | -55.0% |
| All | -33.6% | +51.1% | -84.7% | -55.0% |
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 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