+15.5%
PH vs HAS
+63.0%
-47.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +2.1% | +3.3% | -1.1% | +1.6% |
| 30D | +0.3% | +30.5% | -30.3% | -5.2% |
| 3M | -8.8% | +29.9% | -38.7% | -13.7% |
| 6M | +10.0% | +26.5% | -16.5% | +4.9% |
| YTD | +10.5% | +51.9% | -41.5% | -4.8% |
| 1Y | +15.5% | +60.9% | -45.4% | -4.1% |
| All | +15.5% | +63.0% | -47.5% | -4.1% |
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 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