+46.2%
HAS vs UUUU
+99.2%
-53.0%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.4% | -2.5% |
| 7D | -3.1% | +2.8% | -5.9% | -3.2% |
| 30D | -2.7% | +3.4% | -6.1% | -2.9% |
| 3M | +8.9% | -3.9% | +12.8% | +8.9% |
| 6M | -2.9% | -23.2% | +20.3% | -2.4% |
| YTD | +12.6% | +0.6% | +12.1% | +10.9% |
| 1Y | +17.5% | +22.9% | -5.4% | +12.4% |
| 3Y | +46.2% | +98.6% | -52.4% | +28.3% |
| All | +46.2% | +99.2% | -53.0% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling