+7,256.3%
PWR vs HAS
+920.2%
+6,336.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.4% |
| 7D | -12.9% | -0.2% | -12.7% | -12.9% |
| 30D | -22.8% | +31.0% | -53.9% | -30.7% |
| 3M | -19.0% | +30.7% | -49.7% | -27.3% |
| 6M | -31.1% | +23.9% | -55.0% | -37.5% |
| YTD | +28.3% | +48.3% | -20.1% | +8.0% |
| 1Y | +22.2% | +60.2% | -38.0% | -0.1% |
| 3Y | +222.2% | +189.2% | +33.0% | +102.4% |
| 5Y | +364.2% | +50.4% | +313.7% | +264.8% |
| 10Y | +1,864.8% | +104.2% | +1,760.6% | +1,155.8% |
| All | +7,256.3% | +920.2% | +6,336.1% | +2,133.1% |
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