+8.6%
HAL vs MAS
+7.5%
+1.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.3% |
| 7D | +2.9% | -0.8% | +3.7% | +2.8% |
| 30D | +17.0% | -5.6% | +22.6% | +16.0% |
| 3M | -9.7% | +4.4% | -14.1% | -8.9% |
| 6M | +8.6% | +7.2% | +1.4% | +12.9% |
| All | +8.6% | +7.5% | +1.1% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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