+3.2%
HAL vs SPMO
+514.3%
-511.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.8% | -1.0% | -1.3% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | +7.2% | -0.7% | +7.9% | +7.6% |
| 3M | -8.8% | +2.8% | -11.6% | -13.3% |
| 6M | +3.0% | +24.4% | -21.5% | -19.3% |
| YTD | +29.4% | +24.2% | +5.2% | +1.3% |
| 1Y | +62.8% | +24.5% | +38.3% | +26.7% |
| 3Y | -6.4% | +155.6% | -162.0% | -65.8% |
| 5Y | +103.6% | +148.2% | -44.6% | -22.3% |
| All | +3.2% | +514.3% | -511.1% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 10y: compounded portfolio wealth divided by compounded SPMO 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…
10y analysis · Full analysis span regression · 6 months rolling