+101.9%
HAS vs CPB
-39.9%
+141.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +1.8% |
| 7D | +2.2% | +3.3% | -1.1% | +1.8% |
| 30D | +29.6% | +19.0% | +10.6% | +27.0% |
| 3M | +30.3% | +0.4% | +29.8% | +29.9% |
| 6M | +25.6% | +13.0% | +12.6% | +23.5% |
| YTD | +50.8% | -12.7% | +63.6% | +52.2% |
| 1Y | +63.0% | -20.9% | +83.9% | +66.3% |
| 3Y | +211.6% | -35.4% | +247.0% | +223.6% |
| 5Y | +50.4% | -32.3% | +82.7% | +54.8% |
| 10Y | +101.9% | -40.5% | +142.4% | +97.7% |
| All | +101.9% | -39.9% | +141.8% | +97.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling