+33.4%
UBER vs HAS
+212.5%
-179.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | +1.6% | +1.4% | +0.2% | +1.2% |
| 30D | +0.6% | +26.3% | -25.7% | -6.3% |
| 3M | -8.2% | +25.6% | -33.8% | -14.3% |
| 6M | -6.7% | +30.3% | -37.0% | -14.3% |
| YTD | -14.7% | +50.4% | -65.1% | -25.6% |
| 1Y | -24.1% | +57.7% | -81.8% | -34.9% |
| 3Y | +33.4% | +213.4% | -180.0% | -8.2% |
| All | +33.4% | +212.5% | -179.1% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling