+27.7%
TNA vs HAS
+60.2%
-32.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.5% |
| 7D | -0.5% | +3.3% | -3.7% | -1.9% |
| 30D | -0.7% | +30.5% | -31.3% | -13.5% |
| 3M | -21.5% | +29.9% | -51.4% | -31.5% |
| 6M | -11.2% | +26.5% | -37.8% | -22.2% |
| YTD | +27.0% | +51.9% | -25.0% | -12.1% |
| All | +27.7% | +60.2% | -32.5% | -18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling