+3,820.5%
PNC vs HAS
+4,733.2%
-912.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +2.1% |
| 7D | -0.2% | +2.2% | -2.3% | -0.8% |
| 30D | +6.5% | +29.6% | -23.1% | -1.8% |
| 3M | -7.6% | +30.3% | -37.8% | -15.0% |
| 6M | +8.5% | +25.6% | -17.1% | +0.2% |
| YTD | +14.5% | +50.8% | -36.4% | -0.5% |
| 1Y | +29.7% | +63.0% | -33.3% | +10.0% |
| 3Y | +115.7% | +211.6% | -95.9% | +46.5% |
| 5Y | +34.6% | +50.4% | -15.8% | +12.0% |
| 10Y | +217.8% | +101.9% | +116.0% | +129.5% |
| All | +3,820.5% | +4,733.2% | -912.7% | +1,109.4% |
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