+1.3%
HAL vs MDB
+978.8%
-977.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.7% | -0.4% |
| 7D | +0.5% | -18.0% | +18.5% | +2.2% |
| 30D | +15.9% | -10.7% | +26.7% | +16.8% |
| 3M | -8.7% | +1.0% | -9.7% | -9.3% |
| 6M | +9.0% | +31.6% | -22.6% | +5.0% |
| YTD | +32.0% | -15.2% | +47.2% | +31.7% |
| 1Y | +72.5% | +10.1% | +62.3% | +67.0% |
| 3Y | -4.5% | -5.6% | +1.1% | -10.1% |
| 5Y | +109.7% | -24.5% | +134.2% | +91.2% |
| All | +1.3% | +978.8% | -977.5% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MDB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling