+676.1%
PBR vs HAS
+54.3%
+621.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.0% |
| 7D | +0.3% | -4.8% | +5.2% | +1.9% |
| 30D | +17.5% | -5.1% | +22.7% | +19.3% |
| 3M | +20.9% | +6.4% | +14.5% | +17.7% |
| 6M | +20.2% | -5.6% | +25.9% | +20.7% |
| YTD | +84.3% | +11.0% | +73.3% | +74.4% |
| 1Y | +77.1% | +16.8% | +60.3% | +64.2% |
| 3Y | +100.8% | +44.0% | +56.8% | +67.0% |
| 5Y | +556.1% | +11.0% | +545.1% | +488.5% |
| 10Y | +676.1% | +56.0% | +620.0% | +454.6% |
| All | +676.1% | +54.3% | +621.8% | +454.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling