+6,477.2%
TRV vs HAS
+3,598.5%
+2,878.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -0.1% | -1.8% | +1.7% | +0.3% |
| 30D | -3.4% | +2.3% | -5.7% | -4.0% |
| 3M | +26.4% | +10.4% | +16.0% | +23.1% |
| 6M | +19.3% | -3.2% | +22.5% | +19.5% |
| YTD | +28.3% | +15.4% | +12.9% | +23.0% |
| 1Y | +34.3% | +18.8% | +15.5% | +27.6% |
| 3Y | +140.1% | +43.9% | +96.2% | +112.3% |
| 5Y | +155.7% | +13.9% | +141.8% | +134.1% |
| 10Y | +285.5% | +56.4% | +229.1% | +211.5% |
| All | +6,477.2% | +3,598.5% | +2,878.7% | +2,631.8% |
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