+13,174.6%
TDG vs HAS
+731.6%
+12,443.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | -2.0% | -1.8% | -0.2% | -1.3% |
| 30D | -7.4% | +2.3% | -9.6% | -8.2% |
| 3M | -5.4% | +10.4% | -15.7% | -9.2% |
| 6M | -11.6% | -3.2% | -8.4% | -11.5% |
| YTD | -12.6% | +15.4% | -28.0% | -18.5% |
| 1Y | -9.3% | +18.8% | -28.1% | -16.7% |
| 3Y | +49.2% | +43.9% | +5.2% | +21.7% |
| 5Y | +132.1% | +13.9% | +118.3% | +103.9% |
| 10Y | +544.8% | +56.4% | +488.4% | +352.8% |
| All | +13,174.6% | +731.6% | +12,443.0% | +4,133.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling