+14,754.4%
SPGI vs HAS
+4,678.1%
+10,076.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.5% |
| 7D | +2.6% | 0.0% | +2.6% | +2.6% |
| 30D | +19.3% | +31.3% | -12.1% | +11.5% |
| 3M | +15.5% | +32.1% | -16.6% | +7.7% |
| 6M | +18.3% | +28.1% | -9.8% | +10.4% |
| YTD | -3.8% | +49.1% | -52.9% | -14.1% |
| 1Y | +1.3% | +60.5% | -59.2% | -11.3% |
| 3Y | +33.6% | +183.9% | -150.3% | -1.0% |
| 5Y | +13.2% | +51.2% | -38.0% | -3.4% |
| 10Y | +346.3% | +105.3% | +241.0% | +234.1% |
| All | +14,754.4% | +4,678.1% | +10,076.3% | +6,015.4% |
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