+17.5%
HAS vs WU
-11.3%
+28.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.1% | -2.2% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -2.7% | -1.1% | -1.6% | -2.6% |
| 3M | +8.9% | -1.8% | +10.7% | +8.5% |
| 6M | -2.9% | -23.9% | +21.0% | -0.8% |
| YTD | +12.6% | -20.4% | +33.0% | +14.2% |
| 1Y | +17.5% | -10.6% | +28.0% | +17.9% |
| All | +17.5% | -11.3% | +28.8% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling