+101.9%
HAS vs IBN
+368.7%
-266.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.3% |
| 7D | +2.2% | +14.6% | -12.4% | -1.4% |
| 30D | +29.6% | +23.5% | +6.1% | +22.6% |
| 3M | +30.3% | +14.0% | +16.3% | +25.8% |
| 6M | +25.6% | +31.1% | -5.5% | +16.9% |
| YTD | +50.8% | +16.6% | +34.2% | +44.5% |
| 1Y | +63.0% | +14.9% | +48.1% | +56.7% |
| 3Y | +211.6% | +56.9% | +154.7% | +174.0% |
| 5Y | +50.4% | +69.7% | -19.3% | +28.7% |
| 10Y | +101.9% | +365.4% | -263.5% | +37.3% |
| All | +101.9% | +368.7% | -266.8% | +37.3% |
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