+27.1%
UPS vs HAS
+61.8%
-34.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +2.0% |
| 7D | +1.1% | +2.2% | -1.0% | +0.6% |
| 30D | +17.3% | +29.6% | -12.2% | +9.6% |
| 3M | +7.9% | +30.3% | -22.4% | +0.5% |
| 6M | +13.7% | +25.6% | -11.9% | +6.8% |
| YTD | +17.2% | +50.8% | -33.6% | -0.3% |
| All | +27.1% | +61.8% | -34.7% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling