+475.5%
HAS vs BTG
+332.2%
+143.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | +1.4% | -9.1% | +10.5% | +1.8% |
| 30D | +26.3% | -1.6% | +27.9% | +26.3% |
| 3M | +25.6% | -2.8% | +28.4% | +25.6% |
| 6M | +30.3% | -7.6% | +37.9% | +30.2% |
| YTD | +50.4% | +10.2% | +40.1% | +48.6% |
| 1Y | +57.7% | +21.3% | +36.5% | +55.1% |
| 3Y | +213.4% | +82.7% | +130.7% | +200.2% |
| 5Y | +49.1% | +30.8% | +18.3% | +43.9% |
| 10Y | +98.5% | +163.7% | -65.2% | +83.7% |
| All | +475.5% | +332.2% | +143.4% | +395.2% |
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