+35.4%
BX vs HAS
+212.5%
-177.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.7% |
| 7D | +0.6% | +1.4% | -0.8% | 0.0% |
| 30D | +14.2% | +26.3% | -12.0% | +4.1% |
| 3M | -18.7% | +25.6% | -44.3% | -25.9% |
| 6M | +2.5% | +30.3% | -27.8% | -8.5% |
| YTD | -18.8% | +50.4% | -69.2% | -32.6% |
| 1Y | -10.3% | +57.7% | -68.0% | -27.2% |
| 3Y | +35.4% | +213.4% | -178.0% | -24.2% |
| All | +35.4% | +212.5% | -177.1% | -24.2% |
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 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