-10.9%
HAL vs SMR
+139.4%
-150.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +4.0% | +0.1% |
| 7D | -6.5% | -2.8% | -3.7% | -6.5% |
| 30D | -2.1% | -27.5% | +25.4% | -1.2% |
| 3M | -4.9% | -43.1% | +38.3% | -3.4% |
| 6M | -19.3% | -58.4% | +39.1% | -17.4% |
| YTD | +14.3% | -63.2% | +77.5% | +17.0% |
| 1Y | +17.3% | -81.6% | +98.9% | +23.2% |
| 3Y | -10.9% | +149.8% | -160.7% | -29.9% |
| All | -10.9% | +139.4% | -150.4% | -29.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling