+12.6%
HAS vs BR
+9.8%
+2.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.4% |
| 7D | -3.1% | -5.9% | +2.8% | -0.8% |
| 30D | -2.7% | +1.9% | -4.6% | -3.6% |
| 3M | +8.9% | +14.7% | -5.7% | +2.5% |
| 6M | -2.9% | -12.8% | +9.8% | +2.6% |
| YTD | +12.6% | -23.0% | +35.7% | +26.3% |
| 1Y | +17.5% | -31.7% | +49.1% | +40.2% |
| 3Y | +46.2% | -4.8% | +51.0% | +43.8% |
| 5Y | +12.6% | +7.8% | +4.7% | -4.5% |
| All | +12.6% | +9.8% | +2.8% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling