+189.2%
HAS vs TRU
+65.0%
+124.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.1% |
| 7D | -0.2% | +5.7% | -5.9% | -1.9% |
| 30D | +31.0% | +29.2% | +1.8% | +21.2% |
| 3M | +30.7% | +2.7% | +28.0% | +28.9% |
| 6M | +23.9% | +15.2% | +8.7% | +17.0% |
| YTD | +48.3% | -4.9% | +53.2% | +47.8% |
| 1Y | +60.2% | +3.4% | +56.8% | +54.6% |
| 3Y | +189.2% | +63.2% | +126.0% | +111.5% |
| All | +189.2% | +65.0% | +124.2% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling