+94.1%
HAS vs UUUU
+377.1%
-283.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.7% |
| 7D | +1.6% | +1.4% | +0.3% | +1.4% |
| 30D | +26.6% | -27.9% | +54.6% | +29.9% |
| 3M | +29.0% | -53.8% | +82.8% | +37.0% |
| 6M | +30.6% | -68.1% | +98.7% | +42.2% |
| YTD | +51.5% | -54.1% | +105.6% | +57.2% |
| 1Y | +58.5% | -57.8% | +116.2% | +65.1% |
| 3Y | +214.1% | -15.4% | +229.6% | +191.3% |
| 5Y | +50.2% | -39.2% | +89.4% | +38.0% |
| All | +94.1% | +377.1% | -283.1% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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