+174.9%
HAL vs SPXS
-100.0%
+274.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.9% | +7.3% | +1.5% |
| 7D | -0.2% | +1.5% | -1.7% | +1.0% |
| 30D | +1.0% | +6.3% | -5.3% | +4.6% |
| 3M | -2.1% | +4.2% | -6.4% | +0.5% |
| 6M | -17.5% | -7.9% | -9.6% | -19.6% |
| YTD | +18.1% | -27.5% | +45.6% | +3.7% |
| 1Y | +19.7% | -27.0% | +46.8% | +5.8% |
| 3Y | -7.9% | -80.5% | +72.6% | -50.7% |
| 5Y | +53.1% | -84.0% | +137.0% | -9.4% |
| 10Y | -16.8% | -99.5% | +82.7% | -84.1% |
| All | +174.9% | -100.0% | +274.9% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling