+126.0%
SPG vs HAS
+181.4%
-55.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | +4.9% | -0.2% | +5.1% | +4.9% |
| 30D | +15.6% | +31.0% | -15.4% | +7.4% |
| 3M | +4.1% | +30.7% | -26.6% | -3.3% |
| 6M | +13.6% | +23.9% | -10.3% | +6.7% |
| YTD | +27.5% | +48.3% | -20.8% | +12.6% |
| 1Y | +32.2% | +60.2% | -28.0% | +13.8% |
| 3Y | +126.0% | +189.2% | -63.2% | +60.2% |
| All | +126.0% | +181.4% | -55.4% | +60.2% |
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