+36.9%
BX vs HAS
+44.6%
-7.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -4.4% | -1.8% | -2.6% | -3.7% |
| 30D | +0.1% | +2.3% | -2.2% | -0.7% |
| 3M | +16.0% | +10.4% | +5.7% | +11.3% |
| 6M | +21.6% | -3.2% | +24.9% | +21.9% |
| YTD | -8.9% | +15.4% | -24.3% | -15.4% |
| 1Y | -16.6% | +18.8% | -35.4% | -23.8% |
| All | +36.9% | +44.6% | -7.7% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling