+998.5%
HAS vs IBN
+1,532.9%
-534.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -1.8% | +1.4% | -3.2% | -2.0% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +10.4% | +17.1% | -6.7% | +7.5% |
| 6M | -3.2% | +3.4% | -6.6% | -3.9% |
| YTD | +15.4% | +2.5% | +12.9% | +14.8% |
| 1Y | +18.8% | -4.2% | +23.0% | +19.4% |
| 3Y | +43.9% | +32.4% | +11.5% | +36.4% |
| 5Y | +13.9% | +59.2% | -45.3% | +4.4% |
| 10Y | +56.4% | +345.7% | -289.3% | +18.0% |
| All | +998.5% | +1,532.9% | -534.4% | +521.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling