+13.4%
SPMO vs HAS
+58.1%
-44.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | +6.3% | +1.4% | +5.0% | +6.2% |
| 30D | -8.9% | +26.3% | -35.1% | -10.6% |
| 3M | -13.2% | +25.6% | -38.8% | -14.8% |
| 6M | -9.3% | +30.3% | -39.5% | -12.0% |
| YTD | +11.6% | +50.4% | -38.8% | +4.8% |
| 1Y | +13.4% | +57.7% | -44.3% | +5.3% |
| All | +13.4% | +58.1% | -44.7% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling