+185.5%
PAAS vs HAS
+102.6%
+82.9%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.6% | -6.0% |
| 7D | +4.2% | +3.3% | +0.9% | +3.5% |
| 30D | -13.8% | +30.5% | -44.3% | -18.7% |
| 3M | -22.7% | +29.9% | -52.6% | -27.2% |
| 6M | -32.1% | +26.5% | -58.6% | -35.9% |
| YTD | -22.3% | +51.9% | -74.2% | -29.5% |
| 1Y | +7.7% | +60.9% | -53.2% | -3.5% |
| 3Y | +214.0% | +215.0% | -1.0% | +140.8% |
| 5Y | +63.2% | +51.5% | +11.7% | +41.4% |
| 10Y | +185.5% | +102.2% | +83.3% | +97.2% |
| All | +185.5% | +102.6% | +82.9% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling