+790.3%
HAL vs SPG
+5,256.9%
-4,466.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.1% |
| 7D | +2.9% | -2.4% | +5.3% | +4.1% |
| 30D | +17.0% | -6.8% | +23.9% | +20.7% |
| 3M | -9.7% | +2.7% | -12.3% | -11.3% |
| 6M | +8.6% | +5.5% | +3.2% | +4.8% |
| YTD | +33.0% | +15.7% | +17.3% | +22.6% |
| 1Y | +68.3% | +20.9% | +47.4% | +51.8% |
| 3Y | +0.1% | +112.4% | -112.3% | -31.4% |
| 5Y | +102.6% | +101.4% | +1.3% | +40.3% |
| 10Y | +3.8% | +60.6% | -56.8% | -26.5% |
| All | +790.3% | +5,256.9% | -4,466.6% | +103.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 all: compounded portfolio wealth divided by compounded SPG 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…
all analysis · Full analysis span regression · 6 months rolling