+8,390.6%
PWR vs HAS
+693.9%
+7,696.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +3.6% | -1.8% | +5.4% | +4.3% |
| 30D | -8.6% | +2.3% | -10.8% | -9.5% |
| 3M | -13.2% | +10.4% | -23.5% | -16.9% |
| 6M | +9.9% | -3.2% | +13.1% | +9.9% |
| YTD | +48.0% | +15.4% | +32.6% | +37.9% |
| 1Y | +66.2% | +18.8% | +47.4% | +52.8% |
| 3Y | +195.1% | +43.9% | +151.2% | +142.5% |
| 5Y | +442.6% | +13.9% | +428.7% | +375.5% |
| 10Y | +2,334.2% | +56.4% | +2,277.8% | +1,627.8% |
| All | +8,390.6% | +693.9% | +7,696.7% | +2,750.2% |
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