+55.7%
HAS vs WU
-41.4%
+97.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -1.4% |
| 7D | -3.1% | -0.8% | -2.3% | -2.8% |
| 30D | -2.7% | -1.1% | -1.6% | -2.4% |
| 3M | +8.9% | -1.8% | +10.7% | +7.6% |
| 6M | -2.9% | -23.9% | +21.0% | +6.1% |
| YTD | +12.6% | -20.4% | +33.0% | +20.3% |
| 1Y | +17.5% | -10.6% | +28.0% | +18.1% |
| 3Y | +46.2% | -27.7% | +73.9% | +59.6% |
| 5Y | +12.6% | -51.1% | +63.7% | +41.4% |
| 10Y | +55.7% | -40.7% | +96.4% | +77.5% |
| All | +55.7% | -41.4% | +97.1% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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