+1,151.9%
URI vs HAS
+99.1%
+1,052.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | 0.0% |
| 7D | +9.3% | +1.6% | +7.7% | +8.5% |
| 30D | +7.6% | +26.6% | -19.0% | -4.2% |
| 3M | +1.0% | +29.0% | -27.9% | -11.0% |
| 6M | +19.8% | +30.6% | -10.7% | +3.7% |
| YTD | +41.9% | +51.5% | -9.7% | +13.6% |
| 1Y | +33.4% | +58.5% | -25.1% | +4.4% |
| 3Y | +156.0% | +214.1% | -58.1% | +38.0% |
| 5Y | +209.5% | +50.2% | +159.3% | +136.5% |
| All | +1,151.9% | +99.1% | +1,052.8% | +728.1% |
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