+344.9%
TRV vs HAS
+97.5%
+247.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | +2.0% | +1.4% | +0.7% | +1.7% |
| 30D | +6.7% | +26.3% | -19.6% | +0.9% |
| 3M | +9.4% | +25.6% | -16.2% | +3.4% |
| 6M | +37.7% | +30.3% | +7.5% | +28.6% |
| YTD | +40.6% | +50.4% | -9.8% | +26.2% |
| 1Y | +42.4% | +57.7% | -15.3% | +26.3% |
| 3Y | +148.1% | +213.4% | -65.3% | +79.3% |
| 5Y | +181.7% | +49.1% | +132.6% | +145.5% |
| All | +344.9% | +97.5% | +247.4% | +248.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling