+12.9%
HAS vs WU
-50.7%
+63.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -1.8% | -0.8% | -1.0% | -1.6% |
| 30D | +2.3% | -1.1% | +3.4% | +2.6% |
| 3M | +10.4% | -3.9% | +14.2% | +10.1% |
| 6M | -3.2% | -20.7% | +17.4% | +3.5% |
| YTD | +15.4% | -18.4% | +33.8% | +21.6% |
| 1Y | +18.8% | -8.1% | +26.9% | +18.0% |
| 3Y | +43.9% | -24.2% | +68.1% | +53.6% |
| All | +12.9% | -50.7% | +63.6% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling