+23.8%
BTDR vs HAS
+12.4%
+11.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.5% | +4.1% |
| 7D | +20.0% | -1.8% | +21.8% | +20.8% |
| 30D | +11.9% | +2.3% | +9.7% | +10.6% |
| 3M | -36.9% | +10.4% | -47.3% | -39.9% |
| 6M | +56.5% | -3.2% | +59.7% | +56.7% |
| YTD | +10.4% | +15.4% | -5.0% | +2.6% |
| 1Y | +3.1% | +18.8% | -15.7% | -5.5% |
| 3Y | -2.6% | +43.9% | -46.5% | -24.2% |
| 5Y | +25.2% | +13.9% | +11.3% | -5.6% |
| All | +23.8% | +12.4% | +11.4% | -6.6% |
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 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