+189.2%
HAS vs IBN
+51.2%
+138.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.7% |
| 7D | -0.2% | +15.1% | -15.2% | -4.1% |
| 30D | +31.0% | +21.6% | +9.4% | +23.8% |
| 3M | +30.7% | +11.2% | +19.5% | +26.5% |
| 6M | +23.9% | +27.8% | -3.8% | +15.6% |
| YTD | +48.3% | +14.7% | +33.6% | +41.8% |
| 1Y | +60.2% | +14.4% | +45.8% | +53.1% |
| 3Y | +189.2% | +52.1% | +137.1% | +150.3% |
| All | +189.2% | +51.2% | +138.0% | +150.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling