+135,813.2%
UNH vs HAS
+4,652.9%
+131,160.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -3.2% | -0.2% | -3.0% | -3.1% |
| 30D | +4.8% | +31.0% | -26.2% | -1.2% |
| 3M | -1.8% | +30.7% | -32.5% | -7.6% |
| 6M | +8.6% | +23.9% | -15.3% | +3.2% |
| YTD | +21.8% | +48.3% | -26.6% | +10.6% |
| 1Y | +25.8% | +60.2% | -34.4% | +12.4% |
| 3Y | -21.3% | +189.2% | -210.5% | -40.1% |
| 5Y | -5.3% | +50.4% | -55.8% | -18.3% |
| 10Y | +238.1% | +104.2% | +133.9% | +156.7% |
| All | +135,813.2% | +4,652.9% | +131,160.2% | +33,558.4% |
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