+12,611.2%
PCAR vs HAS
+4,678.1%
+7,933.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.0% |
| 7D | +2.2% | 0.0% | +2.2% | +2.2% |
| 30D | -4.4% | +31.3% | -35.7% | -13.1% |
| 3M | -21.4% | +32.1% | -53.5% | -28.8% |
| 6M | -7.3% | +28.1% | -35.5% | -15.6% |
| YTD | -3.8% | +49.1% | -52.9% | -17.2% |
| 1Y | +6.3% | +60.5% | -54.2% | -10.8% |
| 3Y | +34.4% | +183.9% | -149.5% | -9.4% |
| 5Y | +109.2% | +51.2% | +58.0% | +69.9% |
| 10Y | +312.9% | +105.3% | +207.6% | +175.4% |
| All | +12,611.2% | +4,678.1% | +7,933.1% | +3,043.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling