+51.2%
HAS vs PCOR
-22.6%
+73.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | 0.0% | +23.7% | -23.7% | -4.6% |
| 30D | +31.3% | +39.0% | -7.7% | +22.5% |
| 3M | +32.1% | +35.8% | -3.6% | +23.3% |
| 6M | +28.1% | +38.2% | -10.1% | +18.3% |
| YTD | +49.1% | +3.9% | +45.2% | +44.8% |
| 1Y | +60.5% | +5.7% | +54.9% | +54.9% |
| 3Y | +183.9% | +44.8% | +139.1% | +147.6% |
| 5Y | +51.2% | -19.8% | +71.0% | +35.3% |
| All | +51.2% | -22.6% | +73.8% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling