+22,650.5%
PH vs HAS
+4,652.9%
+17,997.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.3% |
| 3M | -14.0% | +30.7% | -44.7% | -21.7% |
| 6M | +2.1% | +23.9% | -21.8% | -6.0% |
| YTD | +5.1% | +48.3% | -43.3% | -9.2% |
| 1Y | +10.9% | +60.2% | -49.3% | -6.5% |
| 3Y | +132.9% | +189.2% | -56.3% | +58.4% |
| 5Y | +200.1% | +50.4% | +149.7% | +147.7% |
| 10Y | +783.8% | +104.2% | +679.6% | +535.2% |
| All | +22,650.5% | +4,652.9% | +17,997.6% | +7,088.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling