+6,242.0%
TGT vs HAS
+3,598.5%
+2,643.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +0.8% | -1.8% | +2.6% | +1.3% |
| 30D | +12.2% | +2.3% | +9.9% | +11.4% |
| 3M | +33.8% | +10.4% | +23.4% | +29.5% |
| 6M | +39.3% | -3.2% | +42.5% | +39.8% |
| YTD | +72.9% | +15.4% | +57.4% | +64.0% |
| 1Y | +84.6% | +18.8% | +65.8% | +73.5% |
| 3Y | +46.2% | +43.9% | +2.3% | +27.5% |
| 5Y | -21.3% | +13.9% | -35.2% | -27.5% |
| 10Y | +213.5% | +56.4% | +157.1% | +145.0% |
| All | +6,242.0% | +3,598.5% | +2,643.5% | +2,002.2% |
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 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