+4,300.8%
HAS vs CPB
+360.6%
+3,940.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.2% |
| 7D | -0.2% | +8.0% | -8.1% | -1.9% |
| 30D | +31.0% | +22.4% | +8.6% | +25.2% |
| 3M | +30.7% | +2.5% | +28.1% | +29.5% |
| 6M | +23.9% | +12.2% | +11.7% | +20.0% |
| YTD | +48.3% | -12.8% | +61.1% | +51.2% |
| 1Y | +60.2% | -19.2% | +79.4% | +66.0% |
| 3Y | +189.2% | -35.6% | +224.8% | +211.4% |
| 5Y | +50.4% | -31.4% | +81.8% | +57.7% |
| 10Y | +104.2% | -37.9% | +142.1% | +109.8% |
| All | +4,300.8% | +360.6% | +3,940.3% | +2,102.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling