+573.2%
SPMO vs HAS
+79.2%
+494.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +2.0% | -1.8% | +3.8% | +2.4% |
| 30D | -0.4% | +2.3% | -2.6% | -1.0% |
| 3M | -1.9% | +10.4% | -12.2% | -4.4% |
| 6M | +25.0% | -3.2% | +28.3% | +25.1% |
| YTD | +26.0% | +15.4% | +10.6% | +20.5% |
| 1Y | +28.7% | +18.8% | +9.9% | +22.0% |
| 3Y | +160.9% | +43.9% | +117.0% | +131.1% |
| 5Y | +147.9% | +13.9% | +134.0% | +130.0% |
| 10Y | +518.9% | +56.4% | +462.5% | +407.0% |
| All | +573.2% | +79.2% | +494.0% | +454.4% |
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