+1,112.1%
PSX vs HAS
+314.4%
+797.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +4.5% | -1.8% | +6.3% | +5.1% |
| 30D | +26.6% | +2.3% | +24.3% | +25.7% |
| 3M | +39.3% | +10.4% | +28.9% | +34.5% |
| 6M | +56.8% | -3.2% | +60.1% | +56.5% |
| YTD | +101.8% | +15.4% | +86.4% | +89.7% |
| 1Y | +99.6% | +18.8% | +80.8% | +85.5% |
| 3Y | +140.3% | +43.9% | +96.4% | +105.5% |
| 5Y | +339.3% | +13.9% | +325.4% | +296.1% |
| 10Y | +369.9% | +56.4% | +313.4% | +251.1% |
| All | +1,112.1% | +314.4% | +797.7% | +499.8% |
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