+146.0%
TT vs HAS
+13.4%
+132.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | 0.0% | -1.8% | +1.8% | +0.5% |
| 30D | -7.2% | +2.3% | -9.4% | -7.7% |
| 3M | -3.0% | +10.4% | -13.3% | -5.7% |
| 6M | +1.4% | -3.2% | +4.6% | +1.5% |
| YTD | +15.9% | +15.4% | +0.5% | +10.5% |
| 1Y | +9.4% | +18.8% | -9.4% | +3.3% |
| 3Y | +124.4% | +43.9% | +80.4% | +97.8% |
| All | +146.0% | +13.4% | +132.6% | +145.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling