+43.3%
UPS vs HAS
+99.1%
-55.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | -0.6% | +1.6% | -2.2% | -1.0% |
| 30D | +16.4% | +26.6% | -10.2% | +8.7% |
| 3M | +7.9% | +29.0% | -21.1% | +0.1% |
| 6M | +15.8% | +30.6% | -14.7% | +6.4% |
| YTD | +16.6% | +51.5% | -35.0% | +2.2% |
| 1Y | +22.3% | +58.5% | -36.2% | +5.9% |
| 3Y | -6.2% | +214.1% | -220.3% | -34.3% |
| 5Y | -34.4% | +50.2% | -84.6% | -44.9% |
| All | +43.3% | +99.1% | -55.8% | +11.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling