+126.1%
TDG vs HAS
+12.1%
+114.0%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -2.7% | -3.1% | +0.4% | -2.0% |
| 30D | -9.3% | -6.4% | -2.9% | -7.9% |
| 3M | -7.1% | +10.4% | -17.4% | -9.4% |
| 6M | -11.2% | -3.7% | -7.5% | -10.9% |
| YTD | -15.3% | +12.5% | -27.7% | -18.3% |
| 1Y | -12.5% | +19.8% | -32.3% | -17.1% |
| 3Y | +51.2% | +46.0% | +5.2% | +35.0% |
| 5Y | +126.1% | +12.5% | +113.6% | +134.7% |
| All | +126.1% | +12.1% | +114.0% | +134.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling