+16.8%
HAS vs BTSG
+147.4%
-130.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -4.8% | +2.9% | -7.7% | -5.1% |
| 30D | -5.1% | +0.9% | -6.0% | -5.3% |
| 3M | +6.4% | +1.6% | +4.8% | +5.5% |
| 6M | -5.6% | +46.8% | -52.4% | -12.0% |
| YTD | +11.0% | +65.5% | -54.6% | +1.8% |
| 1Y | +16.8% | +136.2% | -119.5% | +4.9% |
| All | +16.8% | +147.4% | -130.6% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling