+70.3%
PWR vs HAS
+16.8%
+53.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.7% |
| 7D | +4.5% | -3.1% | +7.6% | +4.9% |
| 30D | -4.9% | -2.7% | -2.2% | -4.7% |
| 3M | -7.9% | +8.9% | -16.8% | -10.1% |
| 6M | +18.3% | -2.9% | +21.3% | +18.1% |
| YTD | +51.5% | +12.6% | +38.9% | +43.5% |
| 1Y | +70.3% | +17.5% | +52.8% | +56.8% |
| All | +70.3% | +16.8% | +53.5% | +56.8% |
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 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