+71.2%
UBER vs HAS
+57.8%
+13.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.1% |
| 7D | +6.7% | +2.2% | +4.5% | +5.8% |
| 30D | -0.5% | +29.6% | -30.1% | -10.8% |
| 3M | -5.1% | +30.3% | -35.4% | -15.1% |
| 6M | -5.7% | +25.6% | -31.3% | -14.9% |
| YTD | -12.9% | +50.8% | -63.7% | -27.8% |
| 1Y | -22.6% | +63.0% | -85.6% | -38.1% |
| 3Y | +42.2% | +211.6% | -169.4% | -17.7% |
| 5Y | +56.4% | +50.4% | +6.0% | +25.3% |
| All | +71.2% | +57.8% | +13.4% | +3.2% |
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 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