+341.8%
HAS vs BTG
+392.0%
-50.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.4% |
| 7D | -1.8% | -0.9% | -0.9% | -1.8% |
| 30D | +2.3% | +36.8% | -34.6% | +0.6% |
| 3M | +10.4% | +23.1% | -12.7% | +9.0% |
| 6M | -3.2% | +3.5% | -6.7% | -3.8% |
| YTD | +15.4% | +25.5% | -10.1% | +13.5% |
| 1Y | +18.8% | +40.1% | -21.3% | +16.0% |
| 3Y | +43.9% | +101.1% | -57.2% | +37.3% |
| 5Y | +13.9% | +70.6% | -56.7% | +8.8% |
| 10Y | +56.4% | +152.1% | -95.7% | +44.6% |
| All | +341.8% | +392.0% | -50.2% | +278.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling