+17.3%
HAL vs SMTC
+53.1%
-35.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | 0.0% |
| 7D | -6.5% | -10.9% | +4.4% | -6.4% |
| 30D | -2.1% | -39.4% | +37.3% | -1.8% |
| 3M | -4.9% | -13.5% | +8.7% | -4.8% |
| 6M | -19.3% | -6.8% | -12.5% | -18.1% |
| YTD | +14.3% | +54.0% | -39.7% | +17.6% |
| 1Y | +17.3% | +50.8% | -33.5% | +21.3% |
| All | +17.3% | +53.1% | -35.8% | +21.3% |
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