+139,595.9%
UNH vs HAS
+4,769.2%
+134,826.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.7% |
| 7D | +0.2% | +3.3% | -3.1% | -0.5% |
| 30D | +6.8% | +30.5% | -23.7% | +0.7% |
| 3M | -0.3% | +29.9% | -30.2% | -6.0% |
| 6M | +7.9% | +26.5% | -18.7% | +2.0% |
| YTD | +25.1% | +51.9% | -26.8% | +13.1% |
| 1Y | +29.3% | +60.9% | -31.6% | +15.4% |
| 3Y | -20.3% | +215.0% | -235.3% | -40.4% |
| 5Y | -3.6% | +51.5% | -55.1% | -16.9% |
| 10Y | +227.5% | +102.2% | +125.2% | +149.3% |
| All | +139,595.9% | +4,769.2% | +134,826.6% | +34,314.9% |
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