+59.2%
HAL vs SIMO
+170.3%
-111.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.6% | +8.7% | +3.7% |
| 7D | +6.1% | +4.1% | +2.0% | +5.6% |
| 30D | +2.9% | -24.0% | +26.9% | +5.2% |
| 3M | +3.3% | -31.8% | +35.1% | +6.1% |
| 6M | -16.9% | -36.9% | +20.0% | -15.2% |
| YTD | +21.2% | +84.8% | -63.6% | +4.8% |
| 1Y | +27.5% | +99.0% | -71.4% | +8.8% |
| 3Y | -6.4% | +217.9% | -224.4% | -28.4% |
| All | +59.2% | +170.3% | -111.2% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling