+246.2%
UPS vs HAS
+995.1%
-748.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -1.9% | -2.3% |
| 7D | 0.0% | -0.2% | +0.2% | +0.1% |
| 30D | +17.3% | +31.0% | -13.7% | +8.8% |
| 3M | +6.6% | +30.7% | -24.0% | -1.2% |
| 6M | +12.0% | +23.9% | -11.9% | +4.8% |
| YTD | +14.4% | +48.3% | -33.9% | +1.6% |
| 1Y | +23.3% | +60.2% | -36.9% | +7.2% |
| 3Y | -9.6% | +189.2% | -198.8% | -34.3% |
| 5Y | -34.1% | +50.4% | -84.5% | -43.9% |
| 10Y | +49.5% | +104.2% | -54.7% | +10.4% |
| All | +246.2% | +995.1% | -748.9% | +52.6% |
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