+22.8%
PAAS vs HAS
+59.5%
-36.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +8.4% | -0.2% | +8.6% | +8.5% |
| 30D | -7.2% | +31.0% | -38.2% | -13.8% |
| 3M | -14.0% | +30.7% | -44.7% | -20.3% |
| 6M | -26.8% | +23.9% | -50.7% | -31.6% |
| YTD | -19.8% | +48.3% | -68.1% | -27.8% |
| 1Y | +22.8% | +60.2% | -37.4% | +4.4% |
| All | +22.8% | +59.5% | -36.6% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling