+25.6%
HAL vs SMTC
+70.8%
-45.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -12.9% | +9.8% | -2.9% |
| 7D | -7.7% | -24.5% | +16.8% | -7.3% |
| 30D | +0.7% | -42.5% | +43.1% | +1.2% |
| 3M | +2.5% | -14.1% | +16.5% | +2.4% |
| 6M | -20.7% | +3.6% | -24.3% | -19.2% |
| YTD | +18.4% | +50.6% | -32.2% | +21.5% |
| 1Y | +25.6% | +72.2% | -46.7% | +29.0% |
| All | +25.6% | +70.8% | -45.3% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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