+120.5%
URI vs HAS
+44.2%
+76.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -2.0% | -1.8% | -0.2% | -1.2% |
| 30D | -12.9% | +2.3% | -15.2% | -13.9% |
| 3M | -6.7% | +10.4% | -17.1% | -11.3% |
| 6M | +19.0% | -3.2% | +22.2% | +19.5% |
| YTD | +25.5% | +15.4% | +10.1% | +16.2% |
| 1Y | +5.5% | +18.8% | -13.3% | -3.8% |
| All | +120.5% | +44.2% | +76.3% | +72.2% |
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