+2,164.3%
PPL vs HAS
+4,678.1%
-2,513.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.0% |
| 7D | +1.0% | 0.0% | +1.1% | +1.0% |
| 30D | +6.8% | +31.3% | -24.5% | +2.7% |
| 3M | +3.9% | +32.1% | -28.3% | -0.3% |
| 6M | -2.0% | +28.1% | -30.2% | -5.7% |
| YTD | +5.3% | +49.1% | -43.8% | -1.1% |
| 1Y | +2.2% | +60.5% | -58.3% | -5.1% |
| 3Y | +56.7% | +183.9% | -127.1% | +32.2% |
| 5Y | +49.1% | +51.2% | -2.2% | +36.0% |
| 10Y | +63.6% | +105.3% | -41.6% | +39.0% |
| All | +2,164.3% | +4,678.1% | -2,513.8% | +1,302.8% |
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