+160.7%
SPMO vs HAS
+45.6%
+115.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.9% |
| 7D | +3.4% | -3.1% | +6.5% | +4.0% |
| 30D | +0.5% | -2.7% | +3.2% | +1.0% |
| 3M | +1.9% | +8.9% | -7.0% | -0.1% |
| 6M | +27.8% | -2.9% | +30.7% | +27.6% |
| YTD | +26.7% | +12.6% | +14.0% | +22.4% |
| 1Y | +28.9% | +17.5% | +11.4% | +23.3% |
| 3Y | +160.7% | +46.2% | +114.5% | +128.2% |
| All | +160.7% | +45.6% | +115.1% | +128.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling