+57.9%
HAS vs PCOR
-10.0%
+67.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +19.7% | -16.6% | -0.8% |
| 7D | +2.4% | +21.8% | -19.4% | -1.7% |
| 30D | +31.6% | +39.5% | -7.9% | +23.1% |
| 3M | +33.9% | +35.2% | -1.4% | +25.4% |
| 6M | +31.4% | +21.7% | +9.7% | +24.7% |
| YTD | +51.6% | +3.9% | +47.7% | +47.4% |
| 1Y | +65.2% | +6.9% | +58.2% | +59.1% |
| 3Y | +188.7% | +44.8% | +143.9% | +154.3% |
| 5Y | +55.7% | -21.9% | +77.6% | +40.1% |
| All | +57.9% | -10.0% | +67.9% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling