+7.3%
HAS vs TPG
+71.4%
-64.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.0% | +5.4% | +2.5% |
| 7D | -3.1% | -11.8% | +8.8% | +0.5% |
| 30D | -6.4% | -6.3% | -0.1% | -4.8% |
| 3M | +10.4% | +13.6% | -3.2% | +5.6% |
| 6M | -3.7% | +13.8% | -17.5% | -8.5% |
| YTD | +12.5% | -23.7% | +36.2% | +20.3% |
| 1Y | +19.8% | -18.2% | +38.0% | +24.7% |
| 3Y | +46.0% | +80.1% | -34.2% | +11.2% |
| All | +7.3% | +71.4% | -64.0% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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