+792.3%
PH vs HAS
+53.3%
+739.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.3% |
| 7D | +0.4% | -3.1% | +3.5% | +1.7% |
| 30D | -10.8% | -2.7% | -8.1% | -9.9% |
| 3M | +8.5% | +8.9% | -0.5% | +4.1% |
| 6M | +3.9% | -2.9% | +6.8% | +4.0% |
| YTD | +9.4% | +12.6% | -3.2% | +2.4% |
| 1Y | +26.8% | +17.5% | +9.3% | +16.4% |
| 3Y | +140.8% | +46.2% | +94.6% | +94.8% |
| 5Y | +253.8% | +12.6% | +241.2% | +215.9% |
| 10Y | +792.3% | +55.7% | +736.7% | +582.1% |
| All | +792.3% | +53.3% | +739.1% | +582.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling