+59.7%
HAS vs BB
+100.0%
-40.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.5% | -3.8% | +1.6% |
| 7D | +2.2% | +15.0% | -12.8% | +1.9% |
| 30D | +29.6% | +3.5% | +26.1% | +29.0% |
| 3M | +30.3% | +2.7% | +27.6% | +29.9% |
| 6M | +25.6% | +44.7% | -19.1% | +25.3% |
| YTD | +50.8% | +143.3% | -92.5% | +45.3% |
| All | +59.7% | +100.0% | -40.3% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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