+1,182.4%
URI vs HAS
+102.6%
+1,079.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.4% |
| 7D | -6.0% | +3.3% | -9.2% | -7.4% |
| 30D | +4.6% | +30.5% | -25.9% | -8.3% |
| 3M | -2.7% | +29.9% | -32.6% | -14.7% |
| 6M | +18.4% | +26.5% | -8.2% | +3.9% |
| YTD | +37.4% | +51.9% | -14.6% | +9.8% |
| 1Y | +30.4% | +60.9% | -30.5% | +1.2% |
| 3Y | +147.9% | +215.0% | -67.1% | +33.3% |
| 5Y | +202.1% | +51.5% | +150.6% | +129.7% |
| 10Y | +1,182.4% | +102.2% | +1,080.2% | +732.4% |
| All | +1,182.4% | +102.6% | +1,079.9% | +732.4% |
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