+27.5%
HAL vs SPMO
+11.2%
+16.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +3.3% |
| 7D | +6.1% | +6.3% | -0.3% | +5.3% |
| 30D | +2.9% | -8.9% | +11.8% | +3.5% |
| 3M | +3.3% | -13.2% | +16.6% | +4.3% |
| 6M | -16.9% | -9.3% | -7.6% | -16.0% |
| YTD | +21.2% | +11.6% | +9.6% | +20.3% |
| 1Y | +27.5% | +13.4% | +14.2% | +25.6% |
| All | +27.5% | +11.2% | +16.3% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling