+52.2%
PNC vs HAS
+10.2%
+42.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.4% |
| 7D | +2.3% | -3.1% | +5.4% | +3.3% |
| 30D | -3.8% | -2.7% | -1.1% | -3.1% |
| 3M | +7.8% | +8.9% | -1.1% | +4.6% |
| 6M | +19.7% | -2.9% | +22.6% | +19.7% |
| YTD | +19.1% | +12.6% | +6.5% | +13.3% |
| 1Y | +23.1% | +17.5% | +5.7% | +15.3% |
| 3Y | +132.1% | +46.2% | +85.9% | +97.6% |
| 5Y | +52.2% | +12.6% | +39.6% | +47.3% |
| All | +52.2% | +10.2% | +42.0% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling