+335.6%
HAS vs PSLV
+57.8%
+277.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.5% |
| 7D | +1.4% | -6.3% | +7.7% | +2.0% |
| 30D | +26.3% | -12.7% | +39.0% | +27.9% |
| 3M | +25.6% | -24.7% | +50.3% | +28.9% |
| 6M | +30.3% | -44.6% | +74.8% | +37.6% |
| YTD | +50.4% | -33.3% | +83.6% | +53.2% |
| 1Y | +57.7% | -8.6% | +66.3% | +54.7% |
| 3Y | +213.4% | +108.2% | +105.2% | +178.8% |
| 5Y | +49.1% | +79.1% | -30.0% | +33.6% |
| 10Y | +98.5% | +137.7% | -39.1% | +68.6% |
| All | +335.6% | +57.8% | +277.8% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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