+369.4%
TTMI vs HAS
+181.4%
+188.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.5% | +7.4% | +7.1% |
| 7D | -19.8% | -0.2% | -19.7% | -19.8% |
| 30D | -48.1% | +31.0% | -79.2% | -52.8% |
| 3M | -51.2% | +30.7% | -81.9% | -55.7% |
| 6M | -59.6% | +23.9% | -83.5% | -63.0% |
| YTD | -3.6% | +48.3% | -51.9% | -18.7% |
| 1Y | -2.3% | +60.2% | -62.6% | -20.2% |
| 3Y | +369.4% | +189.2% | +180.2% | +197.2% |
| All | +369.4% | +181.4% | +188.0% | +197.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling