+77.1%
PBR vs HAS
+16.0%
+61.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.4% |
| 7D | +0.3% | -4.8% | +5.2% | +0.1% |
| 30D | +17.5% | -5.1% | +22.7% | +17.2% |
| 3M | +20.9% | +6.4% | +14.5% | +20.9% |
| 6M | +20.2% | -5.6% | +25.9% | +20.9% |
| YTD | +84.3% | +11.0% | +73.3% | +83.3% |
| 1Y | +77.1% | +16.8% | +60.3% | +71.3% |
| All | +77.1% | +16.0% | +61.1% | +71.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling