+213.4%
HAS vs TRGP
+274.3%
-60.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | +1.4% | +12.4% | -11.0% | -0.8% |
| 30D | +26.3% | +2.6% | +23.7% | +25.3% |
| 3M | +25.6% | +11.9% | +13.7% | +22.2% |
| 6M | +30.3% | +13.9% | +16.3% | +25.6% |
| YTD | +50.4% | +64.2% | -13.8% | +30.4% |
| 1Y | +57.7% | +78.5% | -20.8% | +33.3% |
| 3Y | +213.4% | +272.9% | -59.5% | +115.1% |
| All | +213.4% | +274.3% | -60.9% | +115.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling