+44.2%
HAS vs PCOR
-14.4%
+58.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.2% |
| 7D | -1.8% | -9.0% | +7.2% | -0.2% |
| 30D | +2.3% | +4.2% | -1.9% | +1.3% |
| 3M | +10.4% | +14.4% | -4.1% | +7.2% |
| 6M | -3.2% | +0.2% | -3.4% | -4.5% |
| YTD | +15.4% | -20.3% | +35.7% | +19.3% |
| 1Y | +18.8% | -16.1% | +34.9% | +20.7% |
| All | +44.2% | -14.4% | +58.6% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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