+211.6%
HAS vs BR
+13.8%
+197.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.4% |
| 7D | +2.2% | +4.4% | -2.2% | +1.0% |
| 30D | +29.6% | +16.3% | +13.3% | +24.6% |
| 3M | +30.3% | +16.2% | +14.0% | +25.1% |
| 6M | +25.6% | +30.3% | -4.7% | +16.9% |
| YTD | +50.8% | -12.2% | +63.0% | +61.7% |
| 1Y | +63.0% | -11.3% | +74.3% | +73.9% |
| 3Y | +211.6% | +15.2% | +196.3% | +186.3% |
| All | +211.6% | +13.8% | +197.8% | +186.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling