+59.7%
HAS vs BEN
+70.3%
-10.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.7% | 0.0% |
| 7D | +2.2% | +12.2% | -10.0% | -1.0% |
| 30D | +29.6% | +12.1% | +17.5% | +25.4% |
| 3M | +30.3% | +7.3% | +23.0% | +27.4% |
| 6M | +25.6% | +17.9% | +7.7% | +18.8% |
| YTD | +50.8% | +55.4% | -4.6% | +26.6% |
| All | +59.7% | +70.3% | -10.6% | +30.5% |
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