+215.0%
HAS vs PNR
+18.2%
+196.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +1.1% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +30.5% | +33.4% | -2.8% | +16.0% |
| 3M | +29.9% | +4.9% | +25.0% | +27.2% |
| 6M | +26.5% | -8.5% | +35.1% | +29.7% |
| YTD | +51.9% | -32.1% | +84.1% | +78.8% |
| 1Y | +60.9% | -35.0% | +95.9% | +93.9% |
| 3Y | +215.0% | +17.6% | +197.4% | +146.1% |
| All | +215.0% | +18.2% | +196.8% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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