+485.0%
SPMO vs HAS
+134.2%
+350.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +4.0% |
| 7D | -1.9% | +2.2% | -4.1% | -2.4% |
| 30D | -14.1% | +29.6% | -43.6% | -19.2% |
| 3M | -13.1% | +30.3% | -43.4% | -18.5% |
| 6M | -9.4% | +25.6% | -35.0% | -14.7% |
| YTD | +9.5% | +50.8% | -41.3% | -1.8% |
| 1Y | +10.5% | +63.0% | -52.5% | -2.8% |
| 3Y | +124.4% | +211.6% | -87.2% | +64.9% |
| 5Y | +110.5% | +50.4% | +60.1% | +82.8% |
| 10Y | +450.3% | +101.9% | +348.4% | +322.7% |
| All | +485.0% | +134.2% | +350.8% | +351.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling