+7,682.4%
URI vs HAS
+953.0%
+6,729.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.1% | -7.4% | -5.8% |
| 7D | -4.3% | +2.4% | -6.8% | -5.5% |
| 30D | +4.6% | +31.6% | -27.0% | -8.3% |
| 3M | -2.1% | +33.9% | -36.0% | -15.1% |
| 6M | +21.9% | +31.4% | -9.5% | +5.5% |
| YTD | +39.7% | +51.6% | -11.9% | +12.7% |
| 1Y | +32.9% | +65.2% | -32.3% | +2.9% |
| 3Y | +155.8% | +188.7% | -32.9% | +48.1% |
| 5Y | +202.4% | +55.7% | +146.7% | +126.5% |
| 10Y | +1,517.7% | +108.8% | +1,409.0% | +892.2% |
| All | +7,682.4% | +953.0% | +6,729.4% | +2,188.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling