+227.0%
UPS vs HAS
+752.1%
-525.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -2.9% | -1.8% | -1.1% | -2.4% |
| 30D | -3.5% | +2.3% | -5.8% | -4.1% |
| 3M | -5.7% | +10.4% | -16.1% | -8.6% |
| 6M | -4.4% | -3.2% | -1.1% | -4.2% |
| YTD | +8.0% | +15.4% | -7.4% | +3.0% |
| 1Y | +29.0% | +18.8% | +10.2% | +21.9% |
| 3Y | -27.7% | +43.9% | -71.6% | -36.5% |
| 5Y | -34.3% | +13.9% | -48.2% | -39.6% |
| 10Y | +37.8% | +56.4% | -18.6% | +9.5% |
| All | +227.0% | +752.1% | -525.1% | +54.7% |
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 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