+60.9%
HAS vs SBAC
+0.4%
+60.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.7% |
| 7D | +3.3% | +3.6% | -0.4% | +2.9% |
| 30D | +30.5% | +4.9% | +25.6% | +29.9% |
| 3M | +29.9% | +6.5% | +23.4% | +29.1% |
| 6M | +26.5% | -11.1% | +37.7% | +28.8% |
| YTD | +51.9% | +0.9% | +51.0% | +52.5% |
| 1Y | +60.9% | -1.6% | +62.5% | +61.0% |
| All | +60.9% | +0.4% | +60.5% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 1y: compounded portfolio wealth divided by compounded SBAC 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…
1y analysis · Full analysis span regression · 6 months rolling