+476.2%
HAS vs UUUU
-92.0%
+568.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.5% |
| 7D | -1.8% | -1.4% | -0.4% | -1.7% |
| 30D | +2.3% | +16.3% | -14.1% | +1.4% |
| 3M | +10.4% | -16.7% | +27.1% | +11.1% |
| 6M | -3.2% | -33.7% | +30.4% | -1.8% |
| YTD | +15.4% | -0.5% | +15.9% | +13.9% |
| 1Y | +18.8% | +28.9% | -10.1% | +14.5% |
| 3Y | +43.9% | +99.9% | -55.9% | +32.7% |
| 5Y | +13.9% | +135.3% | -121.4% | +2.2% |
| 10Y | +56.4% | +518.4% | -462.0% | +26.6% |
| All | +476.2% | -92.0% | +568.2% | +371.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling