+106.6%
PCAR vs HAS
+50.4%
+56.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.3% |
| 7D | +0.1% | -0.2% | +0.2% | +0.1% |
| 30D | -4.6% | +31.0% | -35.6% | -12.1% |
| 3M | -22.6% | +30.7% | -53.2% | -28.7% |
| 6M | -12.0% | +23.9% | -35.9% | -18.0% |
| YTD | -6.1% | +48.3% | -54.4% | -17.4% |
| 1Y | +6.3% | +60.2% | -53.9% | -8.6% |
| 3Y | +31.8% | +189.2% | -157.4% | -5.1% |
| All | +106.6% | +50.4% | +56.2% | +86.9% |
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