+48.0%
TGT vs HAS
+45.6%
+2.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.1% |
| 7D | -0.6% | -3.1% | +2.5% | +0.6% |
| 30D | +9.5% | -2.7% | +12.2% | +10.6% |
| 3M | +32.3% | +8.9% | +23.3% | +27.4% |
| 6M | +37.0% | -2.9% | +39.9% | +37.4% |
| YTD | +71.0% | +12.6% | +58.4% | +60.3% |
| 1Y | +85.0% | +17.5% | +67.6% | +70.1% |
| All | +48.0% | +45.6% | +2.4% | +16.2% |
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