+12.5%
HAS vs BRO
+17.6%
-5.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -3.1% | -8.6% | +5.5% | -1.0% |
| 30D | -6.4% | -6.9% | +0.5% | -4.8% |
| 3M | +10.4% | +10.5% | -0.1% | +7.3% |
| 6M | -3.7% | -2.8% | -0.9% | -3.5% |
| YTD | +12.5% | -16.1% | +28.6% | +17.0% |
| 1Y | +19.8% | -27.6% | +47.4% | +30.2% |
| 3Y | +46.0% | -7.3% | +53.2% | +40.5% |
| 5Y | +12.5% | +19.0% | -6.5% | -7.1% |
| All | +12.5% | +17.6% | -5.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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