+70.8%
PAAS vs HAS
+50.4%
+20.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.9% |
| 3M | -14.0% | +30.7% | -44.7% | -20.4% |
| 6M | -26.8% | +23.9% | -50.7% | -31.6% |
| YTD | -19.8% | +48.3% | -68.1% | -28.7% |
| 1Y | +22.8% | +60.2% | -37.4% | +6.9% |
| 3Y | +183.6% | +189.2% | -5.6% | +102.4% |
| All | +70.8% | +50.4% | +20.4% | +39.8% |
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