+1,487.4%
HAS vs BWA
+2,496.1%
-1,008.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.7% | -3.2% | -1.4% |
| 7D | -0.2% | -5.5% | +5.3% | +1.5% |
| 30D | +31.0% | -21.7% | +52.8% | +40.9% |
| 3M | +30.7% | -25.6% | +56.3% | +42.2% |
| 6M | +23.9% | -17.4% | +41.3% | +29.2% |
| YTD | +48.3% | +9.2% | +39.1% | +40.2% |
| 1Y | +60.2% | +9.7% | +50.5% | +51.1% |
| 3Y | +189.2% | +54.6% | +134.6% | +142.3% |
| 5Y | +50.4% | +26.8% | +23.7% | +31.0% |
| 10Y | +104.2% | +89.0% | +15.2% | +50.2% |
| All | +1,487.4% | +2,496.1% | -1,008.7% | +483.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling