-22.4%
BX vs HAS
+16.0%
-38.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.3% |
| 7D | -5.7% | -4.8% | -0.8% | -4.5% |
| 30D | -8.9% | -5.1% | -3.8% | -7.7% |
| 3M | +8.4% | +6.4% | +2.0% | +6.7% |
| 6M | +18.9% | -5.6% | +24.6% | +19.7% |
| YTD | -13.6% | +11.0% | -24.6% | -17.1% |
| 1Y | -22.4% | +16.8% | -39.2% | -27.4% |
| All | -22.4% | +16.0% | -38.5% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling