+53.1%
HAL vs SPXS
-83.8%
+136.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.9% | +7.3% | +2.2% |
| 7D | -0.2% | +1.5% | -1.7% | +0.6% |
| 30D | +1.0% | +6.3% | -5.3% | +3.3% |
| 3M | -2.1% | +4.2% | -6.4% | -0.3% |
| 6M | -17.5% | -7.9% | -9.6% | -18.7% |
| YTD | +18.1% | -27.5% | +45.6% | +9.0% |
| 1Y | +19.7% | -27.0% | +46.8% | +11.1% |
| 3Y | -7.9% | -80.5% | +72.6% | -37.9% |
| 5Y | +53.1% | -84.0% | +137.0% | +10.9% |
| All | +53.1% | -83.8% | +136.9% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling