+65.2%
HAS vs BWA
+17.4%
+47.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.5% | +5.6% | +3.4% |
| 7D | +2.4% | -9.9% | +12.3% | +4.0% |
| 30D | +31.6% | -16.4% | +48.0% | +35.0% |
| 3M | +33.9% | -19.8% | +53.7% | +38.0% |
| 6M | +31.4% | -10.0% | +41.4% | +30.7% |
| YTD | +51.6% | +12.7% | +38.9% | +36.4% |
| 1Y | +65.2% | +15.7% | +49.5% | +46.9% |
| All | +65.2% | +17.4% | +47.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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