+415.3%
PR vs HAS
+13.4%
+401.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +2.9% | -1.8% | +4.7% | +3.5% |
| 30D | +18.0% | +2.3% | +15.8% | +17.0% |
| 3M | +16.9% | +10.4% | +6.5% | +12.2% |
| 6M | +28.2% | -3.2% | +31.4% | +27.9% |
| YTD | +69.3% | +15.4% | +53.9% | +56.4% |
| 1Y | +69.5% | +18.8% | +50.7% | +54.3% |
| 3Y | +81.7% | +43.9% | +37.8% | +49.9% |
| All | +415.3% | +13.4% | +401.9% | +427.4% |
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 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