+250.1%
SPOT vs HAL
-7.8%
+257.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.6% | +0.1% |
| 7D | -6.9% | -3.3% | -3.6% | -6.4% |
| 30D | +4.1% | +7.2% | -3.1% | +3.1% |
| 3M | +3.7% | -8.8% | +12.5% | +4.8% |
| 6M | -1.6% | +3.0% | -4.6% | -2.5% |
| YTD | -10.2% | +29.4% | -39.6% | -14.1% |
| 1Y | -25.9% | +62.8% | -88.7% | -31.7% |
| 3Y | +235.6% | -6.4% | +242.0% | +229.6% |
| 5Y | +110.6% | +103.6% | +7.0% | +80.3% |
| All | +250.1% | -7.8% | +257.9% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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