+1,210.8%
URI vs HAS
+106.0%
+1,104.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.3% | +3.3% |
| 7D | +2.4% | +2.0% | +0.4% | +1.5% |
| 30D | +8.9% | +30.9% | -22.0% | -4.6% |
| 3M | +0.8% | +28.8% | -28.0% | -11.2% |
| 6M | +23.1% | +32.3% | -9.2% | +5.8% |
| YTD | +43.1% | +54.7% | -11.6% | +13.4% |
| 1Y | +35.7% | +63.2% | -27.5% | +4.7% |
| 3Y | +158.2% | +220.7% | -62.5% | +37.7% |
| 5Y | +212.6% | +53.3% | +159.2% | +136.4% |
| 10Y | +1,210.8% | +104.2% | +1,106.5% | +747.1% |
| All | +1,210.8% | +106.0% | +1,104.7% | +747.1% |
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