+44.2%
HAS vs CLBK
+51.7%
-7.4%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -1.8% | +1.2% | -3.0% | -2.1% |
| 30D | +2.3% | +9.1% | -6.9% | -0.3% |
| 3M | +10.4% | +27.7% | -17.3% | +2.7% |
| 6M | -3.2% | +40.8% | -44.1% | -12.7% |
| YTD | +15.4% | +66.4% | -51.0% | -1.1% |
| 1Y | +18.8% | +72.4% | -53.6% | +0.5% |
| All | +44.2% | +51.7% | -7.4% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling