+91.4%
HAS vs CLBK
+62.6%
+28.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +3.3% | +2.4% | +0.8% | +2.4% |
| 30D | +30.5% | +4.9% | +25.6% | +28.4% |
| 3M | +29.9% | +5.3% | +24.6% | +27.2% |
| 6M | +26.5% | +28.3% | -1.8% | +15.0% |
| YTD | +51.9% | +61.1% | -9.2% | +26.8% |
| 1Y | +60.9% | +62.4% | -1.5% | +33.8% |
| 3Y | +215.0% | +54.7% | +160.3% | +157.8% |
| 5Y | +51.5% | +27.4% | +24.1% | +25.9% |
| All | +91.4% | +62.6% | +28.8% | +35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling