+172.3%
PCAR vs HAS
+13.4%
+158.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -0.5% | -1.8% | +1.3% | 0.0% |
| 30D | -6.2% | +2.3% | -8.5% | -6.9% |
| 3M | +5.9% | +10.4% | -4.5% | +2.7% |
| 6M | +0.4% | -3.2% | +3.6% | +0.7% |
| YTD | +14.8% | +15.4% | -0.6% | +9.1% |
| 1Y | +30.1% | +18.8% | +11.3% | +22.3% |
| 3Y | +66.7% | +43.9% | +22.7% | +45.4% |
| All | +172.3% | +13.4% | +158.9% | +174.9% |
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