+6,737.5%
BTI vs HAS
+4,769.2%
+1,968.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | -0.1% | +3.3% | -3.4% | -0.6% |
| 30D | +9.6% | +30.5% | -21.0% | +5.7% |
| 3M | +8.3% | +29.9% | -21.6% | +4.5% |
| 6M | +7.5% | +26.5% | -19.1% | +3.9% |
| YTD | +12.3% | +51.9% | -39.7% | +5.7% |
| 1Y | +16.2% | +60.9% | -44.7% | +8.6% |
| 3Y | +148.0% | +215.0% | -67.0% | +108.5% |
| 5Y | +153.2% | +51.5% | +101.8% | +132.3% |
| 10Y | +128.2% | +102.2% | +26.0% | +95.0% |
| All | +6,737.5% | +4,769.2% | +1,968.3% | +3,479.2% |
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