-19.5%
PCG vs HAS
+59.5%
-79.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.4% | -1.9% |
| 7D | -1.6% | -0.2% | -1.4% | -1.6% |
| 30D | +1.4% | +31.0% | -29.6% | -1.6% |
| 3M | -23.4% | +30.7% | -54.1% | -25.6% |
| 6M | -19.4% | +23.9% | -43.3% | -21.3% |
| YTD | -18.5% | +48.3% | -66.8% | -20.7% |
| 1Y | -19.5% | +60.2% | -79.8% | -22.8% |
| All | -19.5% | +59.5% | -79.0% | -22.8% |
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