+94.1%
HAS vs TRGP
+819.3%
-725.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -2.4% |
| 7D | +1.6% | +9.0% | -7.4% | -0.1% |
| 30D | +26.6% | +1.5% | +25.1% | +26.0% |
| 3M | +29.0% | +10.7% | +18.3% | +25.9% |
| 6M | +30.6% | +17.1% | +13.4% | +25.5% |
| YTD | +51.5% | +63.6% | -12.1% | +35.4% |
| 1Y | +58.5% | +77.0% | -18.5% | +39.2% |
| 3Y | +214.1% | +273.2% | -59.1% | +134.6% |
| 5Y | +50.2% | +508.6% | -458.4% | +0.9% |
| All | +94.1% | +819.3% | -725.2% | +11.1% |
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