+55.7%
HAS vs BBWI
-56.0%
+111.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.7% |
| 7D | -3.1% | +1.6% | -4.7% | -3.5% |
| 30D | -2.7% | -6.2% | +3.5% | -1.7% |
| 3M | +8.9% | +4.3% | +4.6% | +7.0% |
| 6M | -2.9% | -7.2% | +4.2% | -3.3% |
| YTD | +12.6% | -3.0% | +15.7% | +10.4% |
| 1Y | +17.5% | -30.8% | +48.2% | +22.9% |
| 3Y | +46.2% | -43.4% | +89.6% | +54.9% |
| 5Y | +12.6% | -66.7% | +79.3% | +29.1% |
| 10Y | +55.7% | -55.7% | +111.4% | +31.8% |
| All | +55.7% | -56.0% | +111.6% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling