+48.6%
HAS vs TRGP
+415.2%
-366.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | +0.1% |
| 7D | -0.2% | -16.0% | +15.8% | +4.2% |
| 30D | +31.0% | -6.4% | +37.5% | +32.8% |
| 3M | +30.7% | -1.0% | +31.6% | +30.1% |
| 6M | +23.9% | +7.0% | +16.9% | +19.9% |
| YTD | +48.3% | +46.1% | +2.2% | +30.0% |
| 1Y | +60.2% | +58.7% | +1.5% | +36.6% |
| 3Y | +189.2% | +221.9% | -32.7% | +92.9% |
| All | +48.6% | +415.2% | -366.6% | -15.1% |
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 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