+27.5%
HAL vs SMTC
+63.0%
-35.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.1% | +7.2% | +3.2% |
| 7D | +6.1% | +11.0% | -4.9% | +5.8% |
| 30D | +2.9% | -28.5% | +31.4% | +3.1% |
| 3M | +3.3% | -14.2% | +17.6% | +3.3% |
| 6M | -16.9% | -18.0% | +1.1% | -16.0% |
| YTD | +21.2% | +55.5% | -34.3% | +24.9% |
| 1Y | +27.5% | +69.5% | -42.0% | +30.5% |
| All | +27.5% | +63.0% | -35.5% | +30.5% |
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