+5,805.1%
SPG vs HAS
+1,397.0%
+4,408.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.0% |
| 7D | +4.9% | -0.2% | +5.1% | +5.0% |
| 30D | +15.6% | +31.0% | -15.4% | +5.8% |
| 3M | +4.1% | +30.7% | -26.6% | -4.8% |
| 6M | +13.6% | +23.9% | -10.3% | +5.0% |
| YTD | +27.5% | +48.3% | -20.8% | +10.5% |
| 1Y | +32.2% | +60.2% | -28.0% | +11.7% |
| 3Y | +126.0% | +189.2% | -63.2% | +53.9% |
| 5Y | +74.7% | +50.4% | +24.3% | +44.3% |
| 10Y | +112.8% | +104.2% | +8.7% | +53.6% |
| All | +5,805.1% | +1,397.0% | +4,408.0% | +2,663.7% |
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