+56.5%
BTDR vs HAS
-4.2%
+60.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.5% | +4.1% |
| 7D | +20.0% | -1.8% | +21.8% | +20.7% |
| 30D | +11.9% | +2.3% | +9.7% | +10.3% |
| 3M | -36.9% | +10.4% | -47.3% | -41.4% |
| 6M | +56.5% | -3.2% | +59.7% | +56.6% |
| All | +56.5% | -4.2% | +60.7% | +56.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling