+100.5%
HAS vs BEN
+62.2%
+38.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -2.5% |
| 7D | -0.2% | +6.6% | -6.8% | -2.8% |
| 30D | +31.0% | +3.8% | +27.2% | +28.9% |
| 3M | +30.7% | +0.2% | +30.4% | +30.2% |
| 6M | +23.9% | +10.4% | +13.5% | +17.8% |
| YTD | +48.3% | +46.2% | +2.1% | +24.9% |
| 1Y | +60.2% | +52.3% | +8.0% | +32.4% |
| 3Y | +189.2% | +65.9% | +123.3% | +125.6% |
| 5Y | +50.4% | +20.6% | +29.9% | +30.7% |
| All | +100.5% | +62.2% | +38.3% | +44.0% |
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