+199.0%
PNC vs HAS
+97.5%
+101.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +3.1% | +1.4% | +1.7% | +2.6% |
| 30D | +7.6% | +26.3% | -18.6% | -1.0% |
| 3M | -8.1% | +25.6% | -33.7% | -15.4% |
| 6M | +12.6% | +30.3% | -17.7% | +1.6% |
| YTD | +15.0% | +50.4% | -35.4% | -2.1% |
| 1Y | +30.4% | +57.7% | -27.3% | +9.1% |
| 3Y | +116.1% | +213.4% | -97.2% | +36.7% |
| 5Y | +37.5% | +49.1% | -11.6% | +12.0% |
| All | +199.0% | +97.5% | +101.4% | +111.9% |
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