+213.4%
HAS vs BAH
-26.8%
+240.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +1.4% | +1.7% | -0.3% | +1.2% |
| 30D | +26.3% | +20.8% | +5.5% | +23.7% |
| 3M | +25.6% | +11.6% | +14.0% | +23.9% |
| 6M | +30.3% | +23.1% | +7.2% | +26.9% |
| YTD | +50.4% | +5.3% | +45.1% | +48.0% |
| 1Y | +57.7% | +6.1% | +51.6% | +55.0% |
| 3Y | +213.4% | -27.5% | +240.9% | +208.2% |
| All | +213.4% | -26.8% | +240.2% | +208.2% |
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