+179.6%
PAAS vs HAS
+182.9%
-3.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.8% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -11.6% | +31.3% | -42.9% | -18.0% |
| 3M | -15.6% | +32.1% | -47.7% | -22.0% |
| 6M | -19.1% | +28.1% | -47.3% | -25.2% |
| YTD | -20.9% | +49.1% | -70.0% | -29.7% |
| 1Y | +21.3% | +60.5% | -39.2% | +5.7% |
| All | +179.6% | +182.9% | -3.3% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling