+7.4%
HAL vs SPMO
+495.2%
-487.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.7% | +4.4% |
| 7D | +6.1% | +6.3% | -0.3% | +0.7% |
| 30D | +2.9% | -8.9% | +11.8% | +10.3% |
| 3M | +3.3% | -13.2% | +16.6% | +15.0% |
| 6M | -16.9% | -9.3% | -7.6% | -13.4% |
| YTD | +21.2% | +11.6% | +9.6% | +3.3% |
| 1Y | +27.5% | +13.4% | +14.2% | +6.9% |
| 3Y | -6.4% | +122.9% | -129.3% | -60.7% |
| 5Y | +58.0% | +113.9% | -55.9% | -30.3% |
| 10Y | -14.6% | +460.5% | -475.2% | -79.6% |
| All | +7.4% | +495.2% | -487.8% | -75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling