+449.2%
SPMO vs HAS
+102.6%
+346.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -2.6% | +3.3% | -5.9% | -3.4% |
| 30D | -14.2% | +30.5% | -44.8% | -19.8% |
| 3M | -12.7% | +29.9% | -42.6% | -18.3% |
| 6M | -9.6% | +26.5% | -36.1% | -15.3% |
| YTD | +9.3% | +51.9% | -42.6% | -2.7% |
| 1Y | +8.2% | +60.9% | -52.7% | -5.1% |
| 3Y | +119.4% | +215.0% | -95.6% | +58.0% |
| 5Y | +112.5% | +51.5% | +61.0% | +83.2% |
| 10Y | +449.2% | +102.2% | +347.0% | +315.7% |
| All | +449.2% | +102.6% | +346.6% | +315.7% |
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