+132.9%
PH vs HAS
+181.4%
-48.5%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.0% |
| 7D | +2.0% | -0.2% | +2.1% | +2.0% |
| 30D | -3.7% | +31.0% | -34.7% | -11.8% |
| 3M | -14.0% | +30.7% | -44.7% | -21.3% |
| 6M | +2.1% | +23.9% | -21.8% | -5.3% |
| YTD | +5.1% | +48.3% | -43.3% | -9.1% |
| 1Y | +10.9% | +60.2% | -49.3% | -6.6% |
| 3Y | +132.9% | +189.2% | -56.3% | +63.0% |
| All | +132.9% | +181.4% | -48.5% | +63.0% |
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