+200.1%
PAAS vs HAS
+56.4%
+143.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | -2.9% | -1.8% | -1.1% | -2.5% |
| 30D | +6.8% | +2.3% | +4.5% | +6.2% |
| 3M | -2.9% | +10.4% | -13.3% | -5.2% |
| 6M | -16.4% | -3.2% | -13.2% | -16.3% |
| YTD | 0.0% | +15.4% | -15.4% | -3.5% |
| 1Y | +54.3% | +18.8% | +35.5% | +47.8% |
| 3Y | +230.7% | +43.9% | +186.7% | +196.7% |
| 5Y | +111.6% | +13.9% | +97.7% | +95.1% |
| All | +200.1% | +56.4% | +143.7% | +130.5% |
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