+114.5%
BTI vs HAS
+10.8%
+103.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -2.4% | -4.8% | +2.4% | -1.9% |
| 30D | -4.8% | -5.1% | +0.4% | -4.2% |
| 3M | -8.1% | +6.4% | -14.5% | -8.8% |
| 6M | -4.2% | -5.6% | +1.5% | -3.8% |
| YTD | -1.3% | +11.0% | -12.3% | -2.7% |
| 1Y | +2.1% | +16.8% | -14.7% | +0.1% |
| 3Y | +108.9% | +44.0% | +64.9% | +97.6% |
| 5Y | +114.5% | +11.0% | +103.5% | +115.0% |
| All | +114.5% | +10.8% | +103.7% | +115.0% |
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