+68.3%
HAL vs SM
+36.8%
+31.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.4% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | +17.0% | +25.6% | -8.5% | +9.0% |
| 3M | -9.7% | +8.0% | -17.7% | -12.6% |
| 6M | +8.6% | +50.8% | -42.2% | -5.3% |
| YTD | +33.0% | +97.9% | -64.9% | +4.2% |
| 1Y | +68.3% | +33.8% | +34.5% | +55.4% |
| All | +68.3% | +36.8% | +31.6% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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