+46.2%
HAS vs PNR
-11.7%
+57.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.3% |
| 7D | -3.1% | -3.0% | -0.1% | -1.9% |
| 30D | -2.7% | -14.9% | +12.2% | +3.6% |
| 3M | +8.9% | -19.0% | +28.0% | +16.9% |
| 6M | -2.9% | -35.9% | +33.0% | +15.6% |
| YTD | +12.6% | -43.1% | +55.8% | +41.2% |
| 1Y | +17.5% | -46.4% | +63.9% | +51.9% |
| 3Y | +46.2% | -10.8% | +57.0% | +47.3% |
| All | +46.2% | -11.7% | +57.9% | +47.3% |
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