-13.7%
HAL vs SIMO
+214.6%
-228.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.4% | -0.6% |
| 7D | -12.0% | -22.0% | +10.0% | -10.0% |
| 30D | +0.3% | -43.0% | +43.3% | +5.2% |
| 3M | -1.6% | -39.1% | +37.5% | +2.0% |
| 6M | -20.5% | -33.3% | +12.8% | -19.6% |
| YTD | +14.2% | +77.0% | -62.7% | -3.7% |
| 1Y | +18.9% | +73.0% | -54.2% | +0.5% |
| 3Y | -13.7% | +215.7% | -229.5% | -39.8% |
| All | -13.7% | +214.6% | -228.3% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling