+664.7%
HAL vs SPG
+5,805.1%
-5,140.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -12.0% | +4.9% | -16.9% | -14.0% |
| 30D | +0.3% | +15.6% | -15.3% | -6.4% |
| 3M | -1.6% | +4.1% | -5.7% | -3.8% |
| 6M | -20.5% | +13.6% | -34.1% | -25.7% |
| YTD | +14.2% | +27.5% | -13.3% | +0.4% |
| 1Y | +18.9% | +32.2% | -13.4% | +2.7% |
| 3Y | -13.7% | +126.0% | -139.7% | -42.5% |
| 5Y | +42.2% | +74.7% | -32.6% | +5.1% |
| 10Y | -16.7% | +112.8% | -129.5% | -47.7% |
| All | +664.7% | +5,805.1% | -5,140.3% | +66.9% |
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