+124.4%
HAS vs TRU
+247.6%
-123.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.2% |
| 7D | +3.3% | +4.6% | -1.3% | +1.6% |
| 30D | +30.5% | +25.4% | +5.1% | +20.0% |
| 3M | +29.9% | +4.0% | +25.9% | +27.3% |
| 6M | +26.5% | +14.5% | +12.1% | +18.3% |
| YTD | +51.9% | -3.7% | +55.7% | +49.5% |
| 1Y | +60.9% | +2.8% | +58.1% | +54.2% |
| 3Y | +215.0% | +58.5% | +156.5% | +144.9% |
| 5Y | +51.5% | -25.0% | +76.5% | +52.7% |
| 10Y | +102.2% | +186.0% | -83.8% | +35.3% |
| All | +124.4% | +247.6% | -123.2% | +46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling