+111.9%
HAL vs SPMO
+149.2%
-37.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | -1.3% | +2.7% | -4.0% | -3.2% |
| 30D | +10.9% | +1.1% | +9.8% | +9.8% |
| 3M | -5.8% | +2.0% | -7.9% | -9.3% |
| 6M | +8.1% | +26.5% | -18.4% | -14.5% |
| YTD | +33.2% | +26.5% | +6.7% | +5.1% |
| 1Y | +74.2% | +27.9% | +46.2% | +35.5% |
| 3Y | -3.7% | +160.4% | -164.1% | -66.5% |
| 5Y | +111.9% | +151.5% | -39.6% | -22.8% |
| All | +111.9% | +149.2% | -37.3% | -22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling