+526.3%
SPMO vs HAS
+54.3%
+472.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | +2.7% | -4.8% | +7.6% | +3.9% |
| 30D | +1.1% | -5.1% | +6.2% | +2.3% |
| 3M | +2.0% | +6.4% | -4.3% | +0.2% |
| 6M | +26.5% | -5.6% | +32.2% | +27.4% |
| YTD | +26.5% | +11.0% | +15.5% | +21.9% |
| 1Y | +27.9% | +16.8% | +11.1% | +21.5% |
| 3Y | +160.4% | +44.0% | +116.3% | +129.2% |
| 5Y | +151.5% | +11.0% | +140.5% | +134.3% |
| 10Y | +526.3% | +56.0% | +470.3% | +413.0% |
| All | +526.3% | +54.3% | +472.1% | +413.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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