-14.9%
HAL vs MDY
+165.3%
-180.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.3% |
| 7D | +6.1% | +2.3% | +3.8% | +3.0% |
| 30D | +2.9% | +2.0% | +0.9% | -0.1% |
| 3M | +3.3% | -5.6% | +9.0% | +10.7% |
| 6M | -16.9% | +1.3% | -18.2% | -19.5% |
| YTD | +21.2% | +12.3% | +8.9% | +1.1% |
| 1Y | +27.5% | +15.8% | +11.8% | +2.1% |
| 3Y | -6.4% | +56.5% | -62.9% | -51.0% |
| 5Y | +58.0% | +35.1% | +22.9% | -0.7% |
| All | -14.9% | +165.3% | -180.2% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling