+4,025.0%
PNC vs HAS
+3,598.5%
+426.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +1.4% | -1.8% | +3.2% | +2.0% |
| 30D | -3.8% | +2.3% | -6.1% | -4.5% |
| 3M | +9.0% | +10.4% | -1.3% | +5.3% |
| 6M | +16.6% | -3.2% | +19.9% | +16.8% |
| YTD | +20.4% | +15.4% | +5.0% | +13.9% |
| 1Y | +22.3% | +18.8% | +3.5% | +14.5% |
| 3Y | +124.5% | +43.9% | +80.6% | +93.1% |
| 5Y | +54.1% | +13.9% | +40.2% | +39.6% |
| 10Y | +276.3% | +56.4% | +219.8% | +194.2% |
| All | +4,025.0% | +3,598.5% | +426.5% | +1,284.9% |
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 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