+59.2%
HAL vs MDB
-41.3%
+100.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.6% | +4.8% | +3.2% |
| 7D | +6.1% | +6.8% | -0.7% | +5.6% |
| 30D | +2.9% | -6.2% | +9.1% | +3.2% |
| 3M | +3.3% | -29.2% | +32.6% | +5.4% |
| 6M | -16.9% | +10.3% | -27.2% | -18.4% |
| YTD | +21.2% | -20.4% | +41.6% | +21.1% |
| 1Y | +27.5% | -4.8% | +32.4% | +25.3% |
| 3Y | -6.4% | -11.6% | +5.1% | -11.4% |
| All | +59.2% | -41.3% | +100.5% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling