-9.3%
HAL vs MDB
-9.7%
+0.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | +2.6% | +11.6% | -8.9% | +1.7% |
| 30D | -0.1% | -8.9% | +8.8% | +0.5% |
| 3M | -1.1% | -22.4% | +21.3% | +0.2% |
| 6M | -20.7% | +10.1% | -30.8% | -22.4% |
| YTD | +17.5% | -19.0% | +36.6% | +17.4% |
| 1Y | +24.1% | -7.0% | +31.1% | +21.8% |
| All | -9.3% | -9.7% | +0.5% | -21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling