+11.0%
HAS vs UUUU
+132.1%
-121.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | -4.8% | +1.8% | -6.7% | -5.0% |
| 30D | -5.1% | +1.8% | -7.0% | -5.4% |
| 3M | +6.4% | +1.3% | +5.1% | +5.8% |
| 6M | -5.6% | -26.8% | +21.1% | -4.2% |
| YTD | +11.0% | +0.1% | +10.9% | +8.0% |
| 1Y | +16.8% | +11.2% | +5.5% | +10.1% |
| 3Y | +44.0% | +97.7% | -53.7% | +21.2% |
| 5Y | +11.0% | +127.3% | -116.4% | -10.7% |
| All | +11.0% | +132.1% | -121.1% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling