+46.2%
HAS vs TRI
-17.7%
+63.9%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.5% | +4.1% | -1.7% |
| 7D | -3.1% | -7.1% | +4.0% | -2.3% |
| 30D | -2.7% | -2.3% | -0.4% | -2.5% |
| 3M | +8.9% | +19.6% | -10.7% | +6.3% |
| 6M | -2.9% | -8.7% | +5.8% | -1.4% |
| YTD | +12.6% | -22.3% | +34.9% | +18.8% |
| 1Y | +17.5% | -40.7% | +58.1% | +33.4% |
| 3Y | +46.2% | -17.8% | +64.0% | +42.3% |
| All | +46.2% | -17.7% | +63.9% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling