+93.3%
HAL vs MKSI
+84.1%
+9.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.0% |
| 7D | -3.3% | +2.7% | -6.0% | -3.8% |
| 30D | +8.2% | -12.8% | +21.0% | +10.9% |
| 3M | -9.4% | -22.5% | +13.1% | -6.6% |
| 6M | +0.6% | +19.4% | -18.8% | -6.9% |
| YTD | +28.6% | +67.7% | -39.1% | +8.6% |
| 1Y | +63.9% | +131.4% | -67.5% | +26.4% |
| 3Y | -7.1% | +197.3% | -204.5% | -36.8% |
| All | +93.3% | +84.1% | +9.2% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling