+32.4%
PWR vs HAS
+66.3%
-33.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | +3.1% | -14.7% | -11.6% |
| 7D | -4.4% | +2.4% | -6.8% | -4.3% |
| 30D | -15.1% | +31.6% | -46.7% | -16.1% |
| 3M | -16.2% | +33.9% | -50.1% | -17.6% |
| 6M | -23.3% | +31.4% | -54.8% | -24.5% |
| YTD | +37.6% | +51.6% | -14.0% | +28.8% |
| 1Y | +32.4% | +65.2% | -32.8% | +21.3% |
| All | +32.4% | +66.3% | -33.9% | +21.3% |
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