+183.0%
HAL vs MKSI
+2,206.8%
-2,023.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.2% |
| 7D | +0.5% | +7.7% | -7.3% | -1.4% |
| 30D | +15.9% | -12.9% | +28.8% | +19.4% |
| 3M | -8.7% | -14.8% | +6.1% | -7.5% |
| 6M | +9.0% | +26.6% | -17.6% | -1.0% |
| YTD | +32.0% | +66.6% | -34.6% | +10.9% |
| 1Y | +72.5% | +144.6% | -72.1% | +29.8% |
| 3Y | -4.5% | +193.1% | -197.7% | -35.0% |
| 5Y | +109.7% | +88.6% | +21.1% | +52.9% |
| 10Y | +1.2% | +490.9% | -489.7% | -43.7% |
| All | +183.0% | +2,206.8% | -2,023.9% | +33.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling