+102.2%
HAS vs CPB
-40.9%
+143.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.9% |
| 7D | +3.3% | +2.9% | +0.4% | +2.9% |
| 30D | +30.5% | +17.6% | +12.9% | +28.1% |
| 3M | +29.9% | +2.0% | +27.8% | +29.3% |
| 6M | +26.5% | +11.6% | +14.9% | +24.6% |
| YTD | +51.9% | -13.8% | +65.7% | +53.6% |
| 1Y | +60.9% | -21.6% | +82.5% | +64.3% |
| 3Y | +215.0% | -35.8% | +250.8% | +227.4% |
| 5Y | +51.5% | -33.3% | +84.8% | +56.2% |
| 10Y | +102.2% | -39.4% | +141.7% | +90.4% |
| All | +102.2% | -40.9% | +143.1% | +90.4% |
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