-4.5%
HAL vs MDY
+51.1%
-55.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.2% |
| 7D | +0.5% | +1.0% | -0.6% | -0.4% |
| 30D | +15.9% | -3.1% | +19.1% | +19.0% |
| 3M | -8.7% | +1.8% | -10.6% | -10.7% |
| 6M | +9.0% | +10.8% | -1.8% | -2.2% |
| YTD | +32.0% | +14.4% | +17.6% | +14.4% |
| 1Y | +72.5% | +15.2% | +57.3% | +48.2% |
| 3Y | -4.5% | +51.2% | -55.7% | -32.3% |
| All | -4.5% | +51.1% | -55.6% | -32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling