+211.2%
HAS vs TRGP
+2,231.3%
-2,020.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | -1.8% | +0.8% | -2.6% | -1.9% |
| 30D | +2.3% | +11.5% | -9.2% | +0.1% |
| 3M | +10.4% | +9.0% | +1.4% | +8.2% |
| 6M | -3.2% | +20.5% | -23.7% | -7.0% |
| YTD | +15.4% | +59.5% | -44.1% | +5.2% |
| 1Y | +18.8% | +77.9% | -59.1% | +5.9% |
| 3Y | +43.9% | +253.6% | -209.6% | +12.4% |
| 5Y | +13.9% | +615.5% | -601.6% | -22.0% |
| 10Y | +56.4% | +897.1% | -840.7% | -9.6% |
| All | +211.2% | +2,231.3% | -2,020.1% | +32.6% |
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