+299.9%
HAS vs TRGP
+2,035.2%
-1,735.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.1% | -0.1% |
| 7D | -0.2% | -16.0% | +15.8% | +2.9% |
| 30D | +31.0% | -6.4% | +37.5% | +32.4% |
| 3M | +30.7% | -1.0% | +31.6% | +30.4% |
| 6M | +23.9% | +7.0% | +16.9% | +21.5% |
| YTD | +48.3% | +46.1% | +2.2% | +37.0% |
| 1Y | +60.2% | +58.7% | +1.5% | +45.6% |
| 3Y | +189.2% | +221.9% | -32.7% | +129.5% |
| 5Y | +50.4% | +419.9% | -369.5% | +8.7% |
| 10Y | +104.2% | +769.8% | -665.6% | +20.6% |
| All | +299.9% | +2,035.2% | -1,735.3% | +72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling