+12.9%
HAS vs TRGP
+621.9%
-609.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | -1.8% | +0.8% | -2.6% | -2.0% |
| 30D | +2.3% | +11.5% | -9.2% | -0.9% |
| 3M | +10.4% | +9.0% | +1.4% | +7.2% |
| 6M | -3.2% | +20.5% | -23.7% | -9.0% |
| YTD | +15.4% | +59.5% | -44.1% | -0.3% |
| 1Y | +18.8% | +77.9% | -59.1% | -1.0% |
| 3Y | +43.9% | +253.6% | -209.6% | -4.4% |
| All | +12.9% | +621.9% | -609.0% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling