+6,763.4%
BTI vs HAS
+4,857.2%
+1,906.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.1% |
| 7D | -3.0% | +2.0% | -5.1% | -3.3% |
| 30D | +9.8% | +30.9% | -21.2% | +5.8% |
| 3M | +9.2% | +28.8% | -19.6% | +5.5% |
| 6M | +4.0% | +32.3% | -28.3% | 0.0% |
| YTD | +12.7% | +54.7% | -42.0% | +5.8% |
| 1Y | +15.9% | +63.2% | -47.3% | +8.1% |
| 3Y | +148.9% | +220.7% | -71.7% | +108.8% |
| 5Y | +152.8% | +53.3% | +99.4% | +131.5% |
| 10Y | +124.2% | +104.2% | +20.0% | +91.3% |
| All | +6,763.4% | +4,857.2% | +1,906.2% | +3,484.2% |
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