+186.4%
PAAS vs HAS
+106.1%
+80.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.5% |
| 7D | +8.8% | +2.2% | +6.7% | +8.4% |
| 30D | -8.5% | +29.6% | -38.0% | -13.5% |
| 3M | -17.0% | +30.3% | -47.3% | -21.8% |
| 6M | -27.9% | +25.6% | -53.5% | -31.9% |
| YTD | -17.5% | +50.8% | -68.3% | -25.0% |
| 1Y | +22.8% | +63.0% | -40.2% | +9.9% |
| 3Y | +224.2% | +211.6% | +12.6% | +149.3% |
| 5Y | +73.6% | +50.4% | +23.2% | +50.7% |
| 10Y | +186.4% | +101.9% | +84.5% | +100.2% |
| All | +186.4% | +106.1% | +80.3% | +100.2% |
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