+337.0%
SPGI vs HAS
+102.4%
+234.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.3% |
| 7D | +1.6% | +3.3% | -1.7% | +0.8% |
| 30D | +16.1% | +30.5% | -14.5% | +8.4% |
| 3M | +15.5% | +29.9% | -14.4% | +7.9% |
| 6M | +19.6% | +26.5% | -6.9% | +11.9% |
| YTD | -3.6% | +51.9% | -55.5% | -15.0% |
| 1Y | +2.2% | +60.9% | -58.7% | -11.3% |
| 3Y | +30.1% | +215.0% | -184.9% | -9.5% |
| 5Y | +14.9% | +51.5% | -36.6% | -2.8% |
| All | +337.0% | +102.4% | +234.6% | +216.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling