+36.5%
PEG vs HAS
+212.5%
-176.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +4.5% | +1.4% | +3.1% | +4.4% |
| 30D | +7.5% | +26.3% | -18.7% | +5.0% |
| 3M | +0.8% | +25.6% | -24.8% | -1.5% |
| 6M | 0.0% | +30.3% | -30.2% | -2.8% |
| YTD | -3.0% | +50.4% | -53.4% | -7.5% |
| 1Y | -4.7% | +57.7% | -62.5% | -9.7% |
| 3Y | +36.5% | +213.4% | -176.9% | +12.7% |
| All | +36.5% | +212.5% | -176.0% | +12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling