+136,006.0%
UNH vs HAS
+3,598.5%
+132,407.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +1.1% | -1.8% | +2.9% | +1.5% |
| 30D | -3.8% | +2.3% | -6.0% | -4.3% |
| 3M | +0.7% | +10.4% | -9.6% | -1.6% |
| 6M | +37.9% | -3.2% | +41.1% | +38.0% |
| YTD | +21.9% | +15.4% | +6.5% | +17.2% |
| 1Y | +31.4% | +18.8% | +12.6% | +25.3% |
| 3Y | -11.4% | +43.9% | -55.3% | -21.2% |
| 5Y | +2.5% | +13.9% | -11.4% | -5.9% |
| 10Y | +242.9% | +56.4% | +186.4% | +176.1% |
| All | +136,006.0% | +3,598.5% | +132,407.5% | +35,546.4% |
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