+499.4%
HAL vs MDY
+2,629.7%
-2,130.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.6% | +2.5% |
| 7D | -0.2% | +0.2% | -0.4% | -0.6% |
| 30D | +1.0% | +2.1% | -1.1% | -1.7% |
| 3M | -2.1% | -3.6% | +1.5% | +1.6% |
| 6M | -17.5% | +1.7% | -19.2% | -20.0% |
| YTD | +18.1% | +13.8% | +4.3% | -0.2% |
| 1Y | +19.7% | +15.5% | +4.2% | -0.7% |
| 3Y | -7.9% | +58.3% | -66.2% | -46.8% |
| 5Y | +53.1% | +37.4% | +15.6% | +2.6% |
| 10Y | -16.8% | +171.0% | -187.7% | -69.7% |
| All | +499.4% | +2,629.7% | -2,130.3% | -69.4% |
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