+60.3%
HAS vs TRI
-16.8%
+77.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +3.3% | -1.6% | +4.9% | +3.4% |
| 30D | +30.5% | +5.0% | +25.5% | +30.2% |
| 3M | +29.9% | +4.6% | +25.3% | +29.5% |
| 6M | +26.5% | +18.3% | +8.3% | +26.3% |
| YTD | +51.9% | -14.7% | +66.7% | +59.0% |
| All | +60.3% | -16.8% | +77.2% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling