+2,090.1%
PPL vs HAS
+3,598.5%
-1,508.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +2.7% | -1.8% | +4.5% | +2.9% |
| 30D | +0.5% | +2.3% | -1.8% | +0.1% |
| 3M | +0.7% | +10.4% | -9.7% | -0.9% |
| 6M | -7.6% | -3.2% | -4.4% | -7.5% |
| YTD | +1.8% | +15.4% | -13.6% | -0.8% |
| 1Y | -0.8% | +18.8% | -19.6% | -3.8% |
| 3Y | +56.9% | +43.9% | +12.9% | +45.7% |
| 5Y | +39.5% | +13.9% | +25.6% | +32.5% |
| 10Y | +55.4% | +56.4% | -1.0% | +37.2% |
| All | +2,090.1% | +3,598.5% | -1,508.4% | +1,308.2% |
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 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