+334.3%
SPGI vs HAS
+106.1%
+228.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.3% |
| 7D | -0.9% | +2.2% | -3.0% | -1.4% |
| 30D | +15.5% | +29.6% | -14.1% | +8.1% |
| 3M | +15.7% | +30.3% | -14.6% | +8.0% |
| 6M | +19.1% | +25.6% | -6.5% | +11.5% |
| YTD | -4.1% | +50.8% | -54.9% | -15.2% |
| 1Y | +1.2% | +63.0% | -61.8% | -12.5% |
| 3Y | +31.6% | +211.6% | -180.0% | -8.2% |
| 5Y | +12.4% | +50.4% | -37.9% | -4.7% |
| 10Y | +334.3% | +101.9% | +232.4% | +213.3% |
| All | +334.3% | +106.1% | +228.2% | +213.3% |
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