+60.2%
HAS vs BEN
+54.9%
+5.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -1.8% |
| 7D | -0.2% | +6.6% | -6.8% | -1.9% |
| 30D | +31.0% | +3.8% | +27.2% | +29.5% |
| 3M | +30.7% | +0.2% | +30.4% | +30.2% |
| 6M | +23.9% | +10.4% | +13.5% | +19.4% |
| YTD | +48.3% | +46.2% | +2.1% | +27.8% |
| 1Y | +60.2% | +52.3% | +8.0% | +36.4% |
| All | +60.2% | +54.9% | +5.3% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling