+13,845.6%
SPGI vs HAS
+3,598.5%
+10,247.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +0.1% | -1.8% | +1.9% | +0.6% |
| 30D | +8.4% | +2.3% | +6.1% | +7.8% |
| 3M | +11.8% | +10.4% | +1.5% | +8.7% |
| 6M | +5.7% | -3.2% | +8.9% | +5.6% |
| YTD | -9.7% | +15.4% | -25.1% | -14.1% |
| 1Y | -12.5% | +18.8% | -31.3% | -17.5% |
| 3Y | +21.8% | +43.9% | -22.1% | +6.7% |
| 5Y | +8.2% | +13.9% | -5.7% | -1.0% |
| 10Y | +309.5% | +56.4% | +253.1% | +227.7% |
| All | +13,845.6% | +3,598.5% | +10,247.2% | +6,020.6% |
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