+50.0%
TDG vs HAS
+43.5%
+6.6%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.5% |
| 7D | -2.4% | -4.8% | +2.4% | -1.7% |
| 30D | -8.0% | -5.1% | -2.9% | -7.3% |
| 3M | -10.5% | +6.4% | -16.8% | -11.3% |
| 6M | -11.9% | -5.6% | -6.3% | -11.5% |
| YTD | -15.4% | +11.0% | -26.3% | -16.9% |
| 1Y | -14.2% | +16.8% | -31.0% | -16.4% |
| All | +50.0% | +43.5% | +6.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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