+4,408.5%
HAS vs BEN
+5,192.0%
-783.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | +0.4% |
| 7D | +3.3% | +12.1% | -8.9% | -0.5% |
| 30D | +30.5% | +13.4% | +17.1% | +25.3% |
| 3M | +29.9% | +9.4% | +20.5% | +26.0% |
| 6M | +26.5% | +19.3% | +7.3% | +18.9% |
| YTD | +51.9% | +57.3% | -5.3% | +30.3% |
| 1Y | +60.9% | +69.1% | -8.2% | +34.8% |
| 3Y | +215.0% | +85.6% | +129.4% | +152.9% |
| 5Y | +51.5% | +32.9% | +18.6% | +33.4% |
| 10Y | +102.2% | +58.3% | +43.9% | +60.2% |
| All | +4,408.5% | +5,192.0% | -783.4% | +1,022.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling