+213.4%
HAS vs SPXU
-80.6%
+294.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.4% |
| 7D | +1.4% | -7.6% | +8.9% | -0.8% |
| 30D | +26.3% | +5.3% | +21.0% | +28.9% |
| 3M | +25.6% | +9.6% | +16.0% | +30.1% |
| 6M | +30.3% | -4.5% | +34.8% | +30.0% |
| YTD | +50.4% | -25.9% | +76.2% | +40.0% |
| 1Y | +57.7% | -28.9% | +86.6% | +45.3% |
| 3Y | +213.4% | -80.5% | +293.8% | +81.8% |
| All | +213.4% | -80.6% | +294.0% | +81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling