+176.6%
URI vs HAS
+52.6%
+124.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.9% |
| 3M | -10.0% | +32.1% | -42.1% | -20.2% |
| 6M | +12.2% | +28.1% | -16.0% | -0.1% |
| YTD | +29.8% | +49.1% | -19.3% | +7.9% |
| 1Y | +24.6% | +60.5% | -35.9% | +0.4% |
| 3Y | +137.6% | +183.9% | -46.3% | +46.3% |
| 5Y | +176.6% | +51.2% | +125.4% | +136.0% |
| All | +176.6% | +52.6% | +124.0% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling