+147.4%
URI vs HAS
+181.4%
-34.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.4% |
| 7D | -9.8% | -0.2% | -9.6% | -9.8% |
| 30D | +1.7% | +31.0% | -29.3% | -9.6% |
| 3M | -9.1% | +30.7% | -39.7% | -19.3% |
| 6M | +9.9% | +23.9% | -14.0% | -0.9% |
| YTD | +31.2% | +48.3% | -17.1% | +8.1% |
| 1Y | +25.9% | +60.2% | -34.3% | 0.0% |
| 3Y | +147.4% | +189.2% | -41.8% | +37.2% |
| All | +147.4% | +181.4% | -34.0% | +37.2% |
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