+47.6%
PPL vs HAS
+51.6%
-4.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | 0.0% |
| 7D | 0.0% | +3.3% | -3.2% | -0.4% |
| 30D | +4.3% | +30.5% | -26.2% | +0.6% |
| 3M | +2.9% | +29.9% | -27.0% | -0.7% |
| 6M | +1.1% | +26.5% | -25.4% | -2.3% |
| YTD | +4.5% | +51.9% | -47.5% | -2.0% |
| 1Y | +0.1% | +60.9% | -60.8% | -6.9% |
| 3Y | +55.7% | +215.0% | -159.3% | +26.1% |
| 5Y | +47.6% | +51.5% | -3.9% | +37.2% |
| All | +47.6% | +51.6% | -4.0% | +37.2% |
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 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