+104.2%
HAS vs IBN
+389.8%
-285.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +2.0% | +11.1% | -9.1% | -0.8% |
| 30D | +30.9% | +23.9% | +7.1% | +23.8% |
| 3M | +28.8% | +16.3% | +12.5% | +23.7% |
| 6M | +32.3% | +34.2% | -1.9% | +22.4% |
| YTD | +54.7% | +17.6% | +37.1% | +47.9% |
| 1Y | +63.2% | +13.8% | +49.4% | +57.2% |
| 3Y | +220.7% | +57.0% | +163.7% | +181.8% |
| 5Y | +53.3% | +75.3% | -22.0% | +30.2% |
| 10Y | +104.2% | +388.7% | -284.4% | +38.0% |
| All | +104.2% | +389.8% | -285.6% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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