+352.5%
TRV vs HAS
+102.6%
+250.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | +1.4% | +3.3% | -1.9% | +0.6% |
| 30D | +8.7% | +30.5% | -21.9% | +1.9% |
| 3M | +7.1% | +29.9% | -22.8% | +0.5% |
| 6M | +35.5% | +26.5% | +8.9% | +27.4% |
| YTD | +39.7% | +51.9% | -12.2% | +25.2% |
| 1Y | +44.1% | +60.9% | -16.8% | +27.2% |
| 3Y | +148.1% | +215.0% | -66.9% | +79.1% |
| 5Y | +178.6% | +51.5% | +127.1% | +141.7% |
| 10Y | +352.5% | +102.2% | +250.3% | +251.1% |
| All | +352.5% | +102.6% | +250.0% | +251.1% |
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