+82.2%
UBER vs HAS
+20.8%
+61.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -3.9% | -1.8% | -2.1% | -3.2% |
| 30D | +11.1% | +2.3% | +8.9% | +10.2% |
| 3M | +4.9% | +10.4% | -5.4% | +0.6% |
| 6M | -1.2% | -3.2% | +2.1% | -0.7% |
| YTD | -7.3% | +15.4% | -22.7% | -14.0% |
| 1Y | -17.6% | +18.8% | -36.4% | -24.8% |
| 3Y | +61.1% | +43.9% | +17.1% | +30.8% |
| 5Y | +87.9% | +13.9% | +74.0% | +68.8% |
| All | +82.2% | +20.8% | +61.5% | +23.0% |
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