+1,171.1%
HAS vs TRI
+561.6%
+609.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | +1.5% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | +2.3% | +7.9% | -5.6% | -0.9% |
| 3M | +10.4% | +24.1% | -13.7% | +0.1% |
| 6M | -3.2% | +3.8% | -7.1% | -7.6% |
| YTD | +15.4% | -16.9% | +32.3% | +18.7% |
| 1Y | +18.8% | -38.4% | +57.2% | +37.8% |
| 3Y | +43.9% | -12.2% | +56.1% | +41.2% |
| 5Y | +13.9% | -1.8% | +15.7% | +5.4% |
| 10Y | +56.4% | +207.6% | -151.2% | -10.6% |
| All | +1,171.1% | +561.6% | +609.4% | +355.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling