+57.7%
HAS vs BR
-11.4%
+69.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.8% |
| 7D | +1.4% | +1.1% | +0.3% | +1.3% |
| 30D | +26.3% | +14.4% | +11.9% | +25.1% |
| 3M | +25.6% | +12.4% | +13.2% | +24.4% |
| 6M | +30.3% | +35.4% | -5.2% | +30.1% |
| YTD | +50.4% | -12.2% | +62.5% | +59.8% |
| 1Y | +57.7% | -12.7% | +70.5% | +68.1% |
| All | +57.7% | -11.4% | +69.1% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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