+56.0%
HAS vs TRU
+146.7%
-90.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -4.8% | -6.5% | +1.6% | -2.5% |
| 30D | -5.1% | -2.5% | -2.6% | -4.4% |
| 3M | +6.4% | +10.4% | -4.0% | +1.6% |
| 6M | -5.6% | +1.6% | -7.3% | -7.8% |
| YTD | +11.0% | -9.7% | +20.7% | +12.3% |
| 1Y | +16.8% | -17.3% | +34.0% | +21.7% |
| 3Y | +44.0% | -1.8% | +45.9% | +33.0% |
| 5Y | +11.0% | -36.2% | +47.2% | +21.0% |
| 10Y | +56.0% | +143.2% | -87.2% | +13.7% |
| All | +56.0% | +146.7% | -90.7% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling