+25.6%
HAL vs SIMO
+94.5%
-68.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.6% | +6.4% | -2.8% |
| 7D | -7.7% | -16.9% | +9.2% | -7.2% |
| 30D | +0.7% | -35.4% | +36.0% | +1.7% |
| 3M | +2.5% | -31.9% | +34.3% | +3.3% |
| 6M | -20.7% | -19.3% | -1.4% | -20.3% |
| YTD | +18.4% | +98.5% | -80.1% | +18.6% |
| 1Y | +25.6% | +100.5% | -74.9% | +25.3% |
| All | +25.6% | +94.5% | -68.9% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling