+574.8%
HAL vs MDY
+2,662.7%
-2,087.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.7% |
| 7D | +2.9% | +0.1% | +2.8% | +2.7% |
| 30D | +17.0% | -1.5% | +18.5% | +18.8% |
| 3M | -9.7% | +0.8% | -10.4% | -11.0% |
| 6M | +8.6% | +7.4% | +1.2% | -1.6% |
| YTD | +33.0% | +15.2% | +17.8% | +11.2% |
| 1Y | +68.3% | +16.5% | +51.8% | +38.5% |
| 3Y | +0.1% | +46.8% | -46.7% | -37.1% |
| 5Y | +102.6% | +46.0% | +56.6% | +27.2% |
| 10Y | +3.8% | +172.1% | -168.2% | -62.3% |
| All | +574.8% | +2,662.7% | -2,087.9% | -65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling