+58.4%
HAS vs TRU
+148.6%
-90.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -1.4% |
| 7D | -3.1% | -7.2% | +4.1% | -0.5% |
| 30D | -2.7% | -2.8% | +0.1% | -1.9% |
| 3M | +8.9% | +13.0% | -4.1% | +3.0% |
| 6M | -2.9% | +0.7% | -3.6% | -4.7% |
| YTD | +12.6% | -9.0% | +21.6% | +13.6% |
| 1Y | +17.5% | -16.3% | +33.8% | +21.9% |
| 3Y | +46.2% | -1.1% | +47.3% | +34.6% |
| 5Y | +12.6% | -36.0% | +48.6% | +22.7% |
| All | +58.4% | +148.6% | -90.2% | +15.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling