+42.2%
SPOT vs HAL
-18.4%
+60.6%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.8% | +2.5% |
| 7D | +1.6% | +6.1% | -4.5% | +1.8% |
| 30D | +16.9% | +2.9% | +14.0% | +16.8% |
| 3M | +23.0% | +3.3% | +19.6% | +23.0% |
| 6M | +42.2% | -16.9% | +59.1% | +44.6% |
| All | +42.2% | -18.4% | +60.6% | +44.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling