+14,609.4%
SPGI vs HAS
+4,652.9%
+9,956.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | +18.4% | +31.0% | -12.7% | +10.7% |
| 3M | +15.7% | +30.7% | -15.0% | +8.2% |
| 6M | +17.3% | +23.9% | -6.6% | +10.4% |
| YTD | -4.7% | +48.3% | -53.0% | -14.9% |
| 1Y | +1.8% | +60.2% | -58.4% | -10.8% |
| 3Y | +31.7% | +189.2% | -157.5% | -2.9% |
| 5Y | +12.1% | +50.4% | -38.4% | -4.3% |
| 10Y | +341.9% | +104.2% | +237.8% | +231.3% |
| All | +14,609.4% | +4,652.9% | +9,956.5% | +5,963.7% |
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