+213.4%
HAS vs BEN
+86.4%
+127.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +1.4% | +6.8% | -5.4% | -1.2% |
| 30D | +26.3% | +18.0% | +8.3% | +18.3% |
| 3M | +25.6% | +7.5% | +18.1% | +21.8% |
| 6M | +30.3% | +14.7% | +15.5% | +22.3% |
| YTD | +50.4% | +56.1% | -5.7% | +22.8% |
| 1Y | +57.7% | +69.6% | -11.9% | +24.1% |
| 3Y | +213.4% | +87.7% | +125.7% | +121.0% |
| All | +213.4% | +86.4% | +127.0% | +121.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling