+48.1%
PAAS vs HAS
+48.2%
-0.2%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -8.9% | +1.4% | -10.3% | -9.2% |
| 30D | -11.4% | +26.3% | -37.7% | -17.0% |
| 3M | -20.4% | +25.6% | -46.0% | -25.4% |
| 6M | -40.7% | +30.3% | -70.9% | -45.4% |
| YTD | -26.9% | +50.4% | -77.3% | -35.3% |
| 1Y | -3.1% | +57.7% | -60.8% | -15.3% |
| 3Y | +199.3% | +213.4% | -14.1% | +108.9% |
| All | +48.1% | +48.2% | -0.2% | +20.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling