+1,561.0%
HAS vs TRI
+578.0%
+983.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +3.1% |
| 7D | +2.2% | -11.4% | +13.6% | +6.3% |
| 30D | +29.6% | +4.9% | +24.6% | +26.8% |
| 3M | +30.3% | +7.0% | +23.2% | +25.6% |
| 6M | +25.6% | +18.2% | +7.4% | +14.2% |
| YTD | +50.8% | -14.8% | +65.6% | +52.5% |
| 1Y | +63.0% | -18.0% | +81.0% | +67.3% |
| 3Y | +211.6% | -12.0% | +223.5% | +203.7% |
| 5Y | +50.4% | -0.8% | +51.2% | +37.8% |
| 10Y | +101.9% | +220.1% | -118.3% | +12.8% |
| All | +1,561.0% | +578.0% | +983.0% | +485.4% |
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