+2.6%
HAL vs MKSI
+524.1%
-521.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.3% |
| 7D | -3.3% | +2.7% | -6.0% | -4.2% |
| 30D | +8.2% | -12.8% | +21.0% | +12.7% |
| 3M | -9.4% | -22.5% | +13.1% | -4.9% |
| 6M | +0.6% | +19.4% | -18.8% | -11.0% |
| YTD | +28.6% | +67.7% | -39.1% | -1.0% |
| 1Y | +63.9% | +131.4% | -67.5% | +9.6% |
| 3Y | -7.1% | +197.3% | -204.5% | -49.2% |
| 5Y | +102.3% | +87.0% | +15.4% | +24.4% |
| All | +2.6% | +524.1% | -521.5% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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