+4,408.5%
HAS vs BBWI
+1,159.1%
+3,249.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +3.3% | -4.2% | +7.5% | +4.4% |
| 30D | +30.5% | +24.9% | +5.7% | +23.2% |
| 3M | +29.9% | +13.2% | +16.7% | +24.7% |
| 6M | +26.5% | +12.1% | +14.4% | +20.4% |
| YTD | +51.9% | +11.1% | +40.9% | +42.7% |
| 1Y | +60.9% | +0.7% | +60.2% | +52.7% |
| 3Y | +215.0% | -23.8% | +238.7% | +209.0% |
| 5Y | +51.5% | -66.9% | +118.4% | +76.4% |
| 10Y | +102.2% | -45.3% | +147.6% | +72.2% |
| All | +4,408.5% | +1,159.1% | +3,249.4% | +1,212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling