+18.3%
UNH vs HAS
+17.8%
+0.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.3% |
| 7D | +1.1% | -3.1% | +4.2% | +1.6% |
| 30D | -1.5% | -2.7% | +1.2% | -1.2% |
| 3M | -0.8% | +8.9% | -9.8% | -2.3% |
| 6M | +41.8% | -2.9% | +44.7% | +41.3% |
| YTD | +23.1% | +12.6% | +10.4% | +13.2% |
| All | +18.3% | +17.8% | +0.5% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling