+248.5%
UAL vs HAS
+943.9%
-695.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.7% | -2.9% | -3.5% |
| 7D | +5.0% | 0.0% | +5.0% | +5.2% |
| 30D | -1.2% | +31.3% | -32.6% | -17.7% |
| 3M | -16.8% | +32.1% | -48.9% | -31.0% |
| 6M | +18.0% | +28.1% | -10.2% | -1.9% |
| YTD | -1.2% | +49.1% | -50.3% | -26.1% |
| 1Y | +14.3% | +60.5% | -46.2% | -18.8% |
| 3Y | +194.6% | +183.9% | +10.7% | +36.3% |
| 5Y | +109.6% | +51.2% | +58.4% | +43.2% |
| 10Y | +93.1% | +105.3% | -12.2% | -8.5% |
| All | +248.5% | +943.9% | -695.4% | -61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling