+5,256.9%
SPG vs HAS
+1,064.9%
+4,192.0%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -2.4% | -1.8% | -0.6% | -1.8% |
| 30D | -6.8% | +2.3% | -9.1% | -7.6% |
| 3M | +2.7% | +10.4% | -7.7% | -0.9% |
| 6M | +5.5% | -3.2% | +8.7% | +5.6% |
| YTD | +15.7% | +15.4% | +0.3% | +9.0% |
| 1Y | +20.9% | +18.8% | +2.1% | +12.5% |
| 3Y | +112.4% | +43.9% | +68.4% | +80.9% |
| 5Y | +101.4% | +13.9% | +87.5% | +81.9% |
| 10Y | +60.6% | +56.4% | +4.2% | +26.4% |
| All | +5,256.9% | +1,064.9% | +4,192.0% | +2,624.9% |
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