+1,067.6%
PSX vs HAS
+432.5%
+635.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -13.1% | -0.2% | -13.0% | -13.1% |
| 30D | -9.5% | +31.0% | -40.6% | -17.0% |
| 3M | +20.2% | +30.7% | -10.5% | +10.3% |
| 6M | +44.9% | +23.9% | +21.0% | +34.3% |
| YTD | +94.4% | +48.3% | +46.1% | +68.6% |
| 1Y | +83.1% | +60.2% | +22.8% | +54.7% |
| 3Y | +132.2% | +189.2% | -57.1% | +59.3% |
| 5Y | +278.8% | +50.4% | +228.4% | +213.1% |
| 10Y | +354.2% | +104.2% | +250.0% | +211.6% |
| All | +1,067.6% | +432.5% | +635.1% | +433.0% |
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