+101.9%
HAS vs SPXU
-99.5%
+201.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.0% | +8.7% | -0.6% |
| 7D | +2.2% | -1.5% | +3.6% | +2.1% |
| 30D | +29.6% | +9.7% | +19.9% | +34.2% |
| 3M | +30.3% | +8.4% | +21.8% | +34.7% |
| 6M | +25.6% | -5.7% | +31.4% | +24.8% |
| YTD | +50.8% | -25.4% | +76.3% | +40.6% |
| 1Y | +63.0% | -28.9% | +91.9% | +50.2% |
| 3Y | +211.6% | -81.2% | +292.8% | +104.8% |
| 5Y | +50.4% | -83.3% | +133.7% | +10.2% |
| 10Y | +101.9% | -99.5% | +201.4% | -36.3% |
| All | +101.9% | -99.5% | +201.4% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling