+74.2%
HAL vs MAR
+24.8%
+49.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -1.3% | -0.5% | -0.8% | -1.3% |
| 30D | +10.9% | -4.7% | +15.5% | +10.7% |
| 3M | -5.8% | -15.6% | +9.8% | -6.1% |
| 6M | +8.1% | +1.2% | +6.9% | +6.4% |
| YTD | +33.2% | +7.5% | +25.7% | +28.2% |
| 1Y | +74.2% | +26.6% | +47.5% | +53.1% |
| All | +74.2% | +24.8% | +49.3% | +53.1% |
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