+144.6%
URI vs HAS
+182.9%
-38.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.7% | -5.4% | -6.4% |
| 7D | -12.9% | 0.0% | -12.9% | -12.9% |
| 30D | -3.4% | +31.3% | -34.7% | -14.2% |
| 3M | -10.0% | +32.1% | -42.1% | -20.5% |
| 6M | +12.2% | +28.1% | -16.0% | -0.5% |
| YTD | +29.8% | +49.1% | -19.3% | +6.7% |
| 1Y | +24.6% | +60.5% | -35.9% | -1.1% |
| All | +144.6% | +182.9% | -38.3% | +35.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling