+101.9%
HAS vs BEN
+70.4%
+31.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.7% | -0.9% |
| 7D | +2.2% | +12.2% | -10.0% | -2.8% |
| 30D | +29.6% | +12.1% | +17.5% | +23.4% |
| 3M | +30.3% | +7.3% | +23.0% | +26.1% |
| 6M | +25.6% | +17.9% | +7.7% | +16.2% |
| YTD | +50.8% | +55.4% | -4.6% | +23.4% |
| 1Y | +63.0% | +69.3% | -6.3% | +28.5% |
| 3Y | +211.6% | +82.8% | +128.7% | +132.4% |
| 5Y | +50.4% | +28.8% | +21.6% | +26.9% |
| 10Y | +101.9% | +53.9% | +48.0% | +39.3% |
| All | +101.9% | +70.4% | +31.4% | +39.3% |
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