+134.5%
PH vs HAS
+212.5%
-78.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.2% |
| 7D | +4.3% | +1.4% | +3.0% | +3.9% |
| 30D | +0.1% | +26.3% | -26.1% | -7.2% |
| 3M | -9.4% | +25.6% | -35.0% | -15.9% |
| 6M | +8.8% | +30.3% | -21.5% | -0.9% |
| YTD | +9.6% | +50.4% | -40.7% | -5.6% |
| 1Y | +14.4% | +57.7% | -43.3% | -3.2% |
| 3Y | +134.5% | +213.4% | -78.8% | +58.6% |
| All | +134.5% | +212.5% | -78.0% | +58.6% |
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