+19.7%
HAL vs SMR
-81.3%
+101.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.4% |
| 7D | -0.2% | +1.9% | -2.2% | -0.3% |
| 30D | +1.0% | -21.9% | +23.0% | +1.3% |
| 3M | -2.1% | -47.1% | +45.0% | -1.3% |
| 6M | -17.5% | -60.6% | +43.2% | -15.4% |
| YTD | +18.1% | -63.1% | +81.2% | +21.2% |
| 1Y | +19.7% | -80.4% | +100.2% | +29.4% |
| All | +19.7% | -81.3% | +101.1% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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