+160.5%
PR vs HAS
+112.1%
+48.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.1% | -9.6% | -7.5% |
| 7D | -12.1% | +2.4% | -14.6% | -12.8% |
| 30D | +0.9% | +31.6% | -30.7% | -7.9% |
| 3M | +10.1% | +33.9% | -23.7% | -0.1% |
| 6M | +1.1% | +31.4% | -30.3% | -8.5% |
| YTD | +63.7% | +51.6% | +12.0% | +39.6% |
| 1Y | +87.0% | +65.2% | +21.8% | +54.6% |
| 3Y | +70.7% | +188.7% | -118.0% | +14.5% |
| 5Y | +246.8% | +55.7% | +191.1% | +180.5% |
| 10Y | +72.6% | +108.8% | -36.2% | +48.2% |
| All | +160.5% | +112.1% | +48.3% | +123.4% |
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 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