+55.2%
UNP vs HAS
+214.9%
-159.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.2% |
| 7D | +2.1% | +1.6% | +0.5% | +1.7% |
| 30D | +7.7% | +26.6% | -18.9% | +1.7% |
| 3M | +4.0% | +29.0% | -24.9% | -2.3% |
| 6M | +15.7% | +30.6% | -14.9% | +7.9% |
| YTD | +33.5% | +51.5% | -18.0% | +19.5% |
| 1Y | +38.9% | +58.5% | -19.5% | +22.9% |
| All | +55.2% | +214.9% | -159.7% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling