+101.9%
HAS vs TRGP
+772.2%
-670.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +1.0% |
| 7D | +2.2% | -7.2% | +9.3% | +3.6% |
| 30D | +29.6% | -4.2% | +33.8% | +30.4% |
| 3M | +30.3% | +7.0% | +23.3% | +28.0% |
| 6M | +25.6% | +11.2% | +14.4% | +21.9% |
| YTD | +50.8% | +51.1% | -0.3% | +36.9% |
| 1Y | +63.0% | +62.0% | +1.0% | +45.7% |
| 3Y | +211.6% | +248.2% | -36.6% | +135.9% |
| 5Y | +50.4% | +432.4% | -382.0% | +3.6% |
| 10Y | +101.9% | +739.5% | -637.6% | +17.7% |
| All | +101.9% | +772.2% | -670.3% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling