+133.9%
HL vs SPMO
+29.9%
+104.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.1% | -4.4% |
| 7D | +1.5% | +2.0% | -0.5% | -1.0% |
| 30D | +25.1% | -0.4% | +25.4% | +25.4% |
| 3M | +22.9% | -1.9% | +24.8% | +24.1% |
| 6M | -4.9% | +25.0% | -29.9% | -33.7% |
| YTD | +7.8% | +26.0% | -18.2% | -25.3% |
| 1Y | +133.9% | +28.7% | +105.2% | +42.4% |
| All | +133.9% | +29.9% | +104.0% | +42.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling