+1,311.7%
HAS vs IBN
+1,726.4%
-414.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.2% | -4.7% | -1.2% |
| 7D | -0.2% | +15.1% | -15.2% | -2.5% |
| 30D | +31.0% | +21.6% | +9.4% | +26.8% |
| 3M | +30.7% | +11.2% | +19.5% | +28.3% |
| 6M | +23.9% | +27.8% | -3.8% | +18.8% |
| YTD | +48.3% | +14.7% | +33.6% | +44.7% |
| 1Y | +60.2% | +14.4% | +45.8% | +56.4% |
| 3Y | +189.2% | +52.1% | +137.1% | +167.9% |
| 5Y | +50.4% | +70.7% | -20.3% | +36.3% |
| 10Y | +104.2% | +385.5% | -281.4% | +51.8% |
| All | +1,311.7% | +1,726.4% | -414.7% | +682.9% |
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