+68.3%
HAL vs MAR
+27.3%
+41.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | -4.2% | +7.1% | +2.8% |
| 30D | +17.0% | -6.7% | +23.7% | +16.8% |
| 3M | -9.7% | -12.5% | +2.8% | -9.8% |
| 6M | +8.6% | +0.6% | +8.1% | +7.3% |
| YTD | +33.0% | +9.1% | +23.9% | +28.0% |
| 1Y | +68.3% | +26.2% | +42.1% | +48.2% |
| All | +68.3% | +27.3% | +41.0% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 1y: compounded portfolio wealth divided by compounded MAR 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…
1y analysis · Full analysis span regression · 6 months rolling