+86.2%
PSX vs HAS
+63.0%
+23.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -0.9% |
| 7D | -7.8% | +3.3% | -11.1% | -7.8% |
| 30D | -9.9% | +30.5% | -40.4% | -10.1% |
| 3M | +16.9% | +29.9% | -13.0% | +16.6% |
| 6M | +48.0% | +26.5% | +21.4% | +48.2% |
| YTD | +98.3% | +51.9% | +46.4% | +86.9% |
| 1Y | +86.2% | +60.9% | +25.3% | +74.4% |
| All | +86.2% | +63.0% | +23.2% | +74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling