+50.4%
HAS vs WU
-42.0%
+92.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +2.2% | +9.1% | -6.9% | -1.0% |
| 30D | +29.6% | +12.1% | +17.5% | +24.3% |
| 3M | +30.3% | +0.3% | +29.9% | +29.6% |
| 6M | +25.6% | -19.1% | +44.8% | +33.5% |
| YTD | +50.8% | -19.2% | +70.0% | +59.2% |
| 1Y | +63.0% | -15.3% | +78.3% | +68.2% |
| 3Y | +211.6% | -21.3% | +232.9% | +224.8% |
| 5Y | +50.4% | -41.7% | +92.1% | +73.4% |
| All | +50.4% | -42.0% | +92.3% | +73.4% |
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