+3,324.5%
HAS vs BEN
+4,913.3%
-1,588.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.6% |
| 7D | -1.8% | +0.2% | -2.0% | -1.9% |
| 30D | +2.3% | -0.5% | +2.8% | +2.4% |
| 3M | +10.4% | +9.7% | +0.6% | +6.8% |
| 6M | -3.2% | +33.9% | -37.1% | -12.5% |
| YTD | +15.4% | +49.0% | -33.6% | +0.9% |
| 1Y | +18.8% | +42.1% | -23.3% | +5.2% |
| 3Y | +43.9% | +51.9% | -7.9% | +23.1% |
| 5Y | +13.9% | +39.0% | -25.1% | -1.5% |
| 10Y | +56.4% | +57.9% | -1.4% | +23.9% |
| All | +3,324.5% | +4,913.3% | -1,588.8% | +768.6% |
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