+31.8%
HAL vs MDLN
-7.5%
+39.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.0% | -3.3% |
| 7D | -3.3% | -11.5% | +8.2% | -4.3% |
| 30D | +7.2% | -7.6% | +14.8% | +6.6% |
| 3M | -8.8% | -11.4% | +2.6% | -9.4% |
| 6M | +3.0% | -24.5% | +27.4% | +1.3% |
| YTD | +29.4% | -22.9% | +52.3% | +32.1% |
| All | +31.8% | -7.5% | +39.3% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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