+94.1%
HAS vs BEN
+58.0%
+36.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.5% |
| 7D | +1.6% | +11.3% | -9.7% | -2.9% |
| 30D | +26.6% | +15.0% | +11.6% | +19.3% |
| 3M | +29.0% | +7.8% | +21.1% | +24.7% |
| 6M | +30.6% | +15.5% | +15.1% | +21.8% |
| YTD | +51.5% | +55.4% | -3.9% | +24.0% |
| 1Y | +58.5% | +63.3% | -4.8% | +26.9% |
| 3Y | +214.1% | +83.4% | +130.7% | +134.0% |
| 5Y | +50.2% | +28.1% | +22.2% | +27.0% |
| All | +94.1% | +58.0% | +36.0% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling