+26.8%
HAL vs SMR
+7.6%
+19.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.1% |
| 7D | -1.3% | +13.1% | -14.4% | -2.1% |
| 30D | +10.9% | +17.8% | -6.9% | +9.7% |
| 3M | -5.8% | +8.1% | -13.9% | -6.9% |
| 6M | +8.1% | -11.1% | +19.2% | +7.3% |
| YTD | +33.2% | -23.7% | +56.9% | +33.0% |
| 1Y | +74.2% | -69.4% | +143.6% | +81.4% |
| 3Y | -3.7% | +82.6% | -86.3% | -23.6% |
| All | +26.8% | +7.6% | +19.2% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling