+75.9%
UBER vs HAS
+17.9%
+58.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.5% |
| 7D | -2.8% | -3.1% | +0.3% | -1.5% |
| 30D | -2.5% | -2.7% | +0.2% | -1.4% |
| 3M | +4.4% | +8.9% | -4.5% | +0.6% |
| 6M | -2.7% | -2.9% | +0.3% | -2.4% |
| YTD | -10.5% | +12.6% | -23.1% | -16.1% |
| 1Y | -22.5% | +17.5% | -40.0% | -28.9% |
| 3Y | +54.8% | +46.2% | +8.6% | +24.7% |
| 5Y | +82.5% | +12.6% | +69.9% | +64.7% |
| All | +75.9% | +17.9% | +58.1% | +19.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling