+345.0%
PSX vs HAS
+13.4%
+331.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +4.5% | -1.8% | +6.3% | +5.0% |
| 30D | +26.6% | +2.3% | +24.3% | +25.9% |
| 3M | +39.3% | +10.4% | +28.9% | +35.7% |
| 6M | +56.8% | -3.2% | +60.1% | +56.9% |
| YTD | +101.8% | +15.4% | +86.4% | +92.0% |
| 1Y | +99.6% | +18.8% | +80.8% | +88.2% |
| 3Y | +140.3% | +43.9% | +96.4% | +111.9% |
| All | +345.0% | +13.4% | +331.6% | +330.6% |
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