+27.1%
PEG vs HAS
+181.4%
-154.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.6% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | +1.2% | +31.0% | -29.8% | -1.6% |
| 3M | -2.4% | +30.7% | -33.0% | -5.1% |
| 6M | -6.9% | +23.9% | -30.8% | -9.0% |
| YTD | -7.2% | +48.3% | -55.5% | -11.4% |
| 1Y | -8.9% | +60.2% | -69.1% | -13.9% |
| 3Y | +27.1% | +189.2% | -162.1% | +5.8% |
| All | +27.1% | +181.4% | -154.3% | +5.8% |
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 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