+650.7%
HAS vs UUUU
-96.4%
+747.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.6% | -0.7% |
| 7D | +1.4% | -1.1% | +2.4% | +1.4% |
| 30D | +26.3% | -21.0% | +47.3% | +27.7% |
| 3M | +25.6% | -54.8% | +80.4% | +30.6% |
| 6M | +30.3% | -67.3% | +97.6% | +37.2% |
| YTD | +50.4% | -54.7% | +105.0% | +54.3% |
| 1Y | +57.7% | -57.4% | +115.1% | +62.0% |
| 3Y | +213.4% | -19.6% | +233.0% | +202.8% |
| 5Y | +49.1% | -40.0% | +89.1% | +43.4% |
| 10Y | +98.5% | +364.1% | -265.6% | +64.4% |
| All | +650.7% | -96.4% | +747.1% | +539.4% |
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