+56.0%
HAS vs TRGP
+827.0%
-771.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | -4.8% | -0.7% | -4.1% | -4.7% |
| 30D | -5.1% | +9.5% | -14.6% | -7.0% |
| 3M | +6.4% | +10.8% | -4.4% | +3.7% |
| 6M | -5.6% | +25.3% | -31.0% | -10.5% |
| YTD | +11.0% | +60.3% | -49.3% | -0.1% |
| 1Y | +16.8% | +84.6% | -67.8% | +1.9% |
| 3Y | +44.0% | +264.4% | -220.3% | +8.6% |
| 5Y | +11.0% | +636.6% | -625.6% | -27.6% |
| 10Y | +56.0% | +848.9% | -792.9% | -8.4% |
| All | +56.0% | +827.0% | -771.0% | -8.4% |
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