+24.7%
UAL vs HAS
+63.1%
-38.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.5% |
| 7D | +2.3% | +2.0% | +0.2% | +1.5% |
| 30D | +13.3% | +30.9% | -17.6% | +3.1% |
| 3M | -6.3% | +28.8% | -35.0% | -14.2% |
| 6M | +22.5% | +32.3% | -9.8% | +9.5% |
| YTD | +5.9% | +54.7% | -48.8% | -13.9% |
| 1Y | +24.7% | +63.2% | -38.6% | -2.8% |
| All | +24.7% | +63.1% | -38.5% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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