+5.3%
UNH vs HAS
+10.2%
-4.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +1.1% | -3.1% | +4.2% | +1.4% |
| 30D | -1.5% | -2.7% | +1.2% | -1.4% |
| 3M | -0.8% | +8.9% | -9.8% | -1.5% |
| 6M | +41.8% | -2.9% | +44.7% | +41.7% |
| YTD | +23.1% | +12.6% | +10.4% | +21.6% |
| 1Y | +28.5% | +17.5% | +11.0% | +26.6% |
| 3Y | -11.8% | +46.2% | -58.0% | -13.4% |
| 5Y | +5.3% | +12.6% | -7.2% | +9.2% |
| All | +5.3% | +10.2% | -4.9% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling