+65.2%
HAS vs SGI
-10.7%
+75.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.8% | -3.8% | +1.4% |
| 7D | +2.4% | +12.1% | -9.6% | -0.4% |
| 30D | +31.6% | +12.1% | +19.5% | +27.8% |
| 3M | +33.9% | +0.4% | +33.4% | +33.1% |
| 6M | +31.4% | -4.0% | +35.4% | +32.5% |
| YTD | +51.6% | -21.2% | +72.9% | +61.9% |
| 1Y | +65.2% | -12.1% | +77.3% | +74.8% |
| All | +65.2% | -10.7% | +75.9% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 1y: compounded portfolio wealth divided by compounded SGI 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…
1y analysis · Full analysis span regression · 6 months rolling