+189.2%
HAS vs BAH
-26.3%
+215.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.1% |
| 7D | -0.2% | -3.5% | +3.4% | +0.2% |
| 30D | +31.0% | +24.3% | +6.8% | +28.0% |
| 3M | +30.7% | +16.3% | +14.3% | +28.4% |
| 6M | +23.9% | +13.6% | +10.3% | +21.8% |
| YTD | +48.3% | +3.5% | +44.8% | +46.2% |
| 1Y | +60.2% | +2.7% | +57.5% | +58.1% |
| 3Y | +189.2% | -26.6% | +215.8% | +183.1% |
| All | +189.2% | -26.3% | +215.5% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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