+37.2%
PEG vs HAS
+13.4%
+23.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.7% | -1.8% | +2.5% | +0.9% |
| 30D | -2.4% | +2.3% | -4.7% | -2.7% |
| 3M | -4.8% | +10.4% | -15.2% | -6.2% |
| 6M | -10.7% | -3.2% | -7.5% | -10.6% |
| YTD | -6.7% | +15.4% | -22.1% | -9.0% |
| 1Y | -6.8% | +18.8% | -25.6% | -9.7% |
| 3Y | +34.5% | +43.9% | -9.5% | +24.7% |
| All | +37.2% | +13.4% | +23.8% | +27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling