+71.3%
PAAS vs HAS
+52.6%
+18.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.7% |
| 7D | -0.4% | 0.0% | -0.4% | -0.4% |
| 30D | -11.6% | +31.3% | -42.9% | -18.1% |
| 3M | -15.6% | +32.1% | -47.7% | -22.1% |
| 6M | -19.1% | +28.1% | -47.3% | -25.1% |
| YTD | -20.9% | +49.1% | -70.0% | -29.8% |
| 1Y | +21.3% | +60.5% | -39.2% | +5.5% |
| 3Y | +177.4% | +183.9% | -6.5% | +98.8% |
| 5Y | +71.3% | +51.2% | +20.1% | +39.5% |
| All | +71.3% | +52.6% | +18.7% | +39.5% |
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 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