+55.7%
HAS vs IBN
+312.4%
-256.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.7% |
| 7D | -3.1% | -2.2% | -0.9% | -2.5% |
| 30D | -2.7% | -2.3% | -0.4% | -2.1% |
| 3M | +8.9% | +15.9% | -6.9% | +4.8% |
| 6M | -2.9% | +5.6% | -8.5% | -4.4% |
| YTD | +12.6% | -0.1% | +12.7% | +12.4% |
| 1Y | +17.5% | -6.5% | +24.0% | +19.0% |
| 3Y | +46.2% | +29.3% | +16.9% | +35.2% |
| 5Y | +12.6% | +56.6% | -44.0% | -1.4% |
| 10Y | +55.7% | +314.4% | -258.7% | +5.6% |
| All | +55.7% | +312.4% | -256.7% | +5.6% |
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