+126.1%
SRE vs HAS
+54.3%
+71.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.2% |
| 7D | +1.5% | -4.8% | +6.3% | +2.5% |
| 30D | +0.8% | -5.1% | +6.0% | +1.9% |
| 3M | -5.8% | +6.4% | -12.2% | -7.3% |
| 6M | -7.8% | -5.6% | -2.2% | -7.3% |
| YTD | -2.4% | +11.0% | -13.3% | -5.5% |
| 1Y | +8.9% | +16.8% | -7.9% | +4.0% |
| 3Y | +31.1% | +44.0% | -13.0% | +16.5% |
| 5Y | +48.6% | +11.0% | +37.6% | +38.5% |
| 10Y | +126.1% | +56.0% | +70.1% | +80.8% |
| All | +126.1% | +54.3% | +71.9% | +80.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling