+100.6%
HAS vs BTG
+167.1%
-66.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.5% | +7.3% | +1.3% |
| 7D | +3.3% | +13.0% | -9.7% | +2.2% |
| 30D | +30.5% | +1.1% | +29.4% | +30.2% |
| 3M | +29.9% | +5.3% | +24.6% | +29.0% |
| 6M | +26.5% | +1.1% | +25.5% | +25.5% |
| YTD | +51.9% | +19.2% | +32.7% | +48.1% |
| 1Y | +60.9% | +31.5% | +29.5% | +55.5% |
| 3Y | +215.0% | +94.3% | +120.7% | +191.2% |
| 5Y | +51.5% | +41.8% | +9.7% | +41.4% |
| All | +100.6% | +167.1% | -66.5% | +77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling