+6.3%
HAL vs SPXS
-99.6%
+105.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +1.5% |
| 7D | -1.3% | +1.2% | -2.6% | -0.8% |
| 30D | +10.9% | +5.2% | +5.7% | +13.4% |
| 3M | -5.8% | -9.2% | +3.3% | -9.5% |
| 6M | +8.1% | -29.6% | +37.7% | -6.6% |
| YTD | +33.2% | -27.6% | +60.8% | +17.2% |
| 1Y | +74.2% | -36.7% | +110.9% | +45.6% |
| 3Y | -3.7% | -79.8% | +76.1% | -45.7% |
| 5Y | +111.9% | -85.9% | +197.8% | +22.3% |
| All | +6.3% | -99.6% | +105.8% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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