+78.6%
PR vs HAS
+187.7%
-109.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.1% | -9.6% | -7.3% |
| 7D | -12.1% | +2.4% | -14.6% | -12.7% |
| 30D | +0.9% | +31.6% | -30.7% | -6.4% |
| 3M | +10.1% | +33.9% | -23.7% | +1.5% |
| 6M | +1.1% | +31.4% | -30.3% | -6.8% |
| YTD | +63.7% | +51.6% | +12.0% | +41.2% |
| 1Y | +87.0% | +65.2% | +21.8% | +55.6% |
| All | +78.6% | +187.7% | -109.2% | +17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling