+59.7%
HAS vs CLBK
+63.6%
-3.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.1% |
| 7D | +2.2% | +1.8% | +0.4% | +1.7% |
| 30D | +29.6% | +5.1% | +24.5% | +27.9% |
| 3M | +30.3% | +5.2% | +25.1% | +28.1% |
| 6M | +25.6% | +28.6% | -3.0% | +15.1% |
| YTD | +50.8% | +61.4% | -10.6% | +24.9% |
| All | +59.7% | +63.6% | -3.9% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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