+189.2%
HAS vs TRGP
+218.9%
-29.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | 0.0% |
| 7D | -0.2% | -16.0% | +15.8% | +3.1% |
| 30D | +31.0% | -6.4% | +37.5% | +32.3% |
| 3M | +30.7% | -1.0% | +31.6% | +30.1% |
| 6M | +23.9% | +7.0% | +16.9% | +20.4% |
| YTD | +48.3% | +46.1% | +2.2% | +31.3% |
| 1Y | +60.2% | +58.7% | +1.5% | +38.2% |
| 3Y | +189.2% | +221.9% | -32.7% | +100.8% |
| All | +189.2% | +218.9% | -29.7% | +100.8% |
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