-7.4%
PEG vs HAS
+58.8%
-66.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.8% |
| 7D | +2.3% | +1.6% | +0.7% | +2.2% |
| 30D | +6.1% | +26.6% | -20.5% | +5.0% |
| 3M | -0.5% | +29.0% | -29.5% | -1.8% |
| 6M | -3.2% | +30.6% | -33.7% | -4.4% |
| YTD | -4.4% | +51.5% | -55.9% | -5.0% |
| 1Y | -7.4% | +58.5% | -65.9% | -8.5% |
| All | -7.4% | +58.8% | -66.2% | -8.5% |
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 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