+103.6%
HAL vs MKTX
-60.6%
+164.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.8% |
| 7D | -3.3% | -0.2% | -3.1% | -3.3% |
| 30D | +7.2% | +0.8% | +6.4% | +7.2% |
| 3M | -8.8% | +41.1% | -49.9% | -10.8% |
| 6M | +3.0% | -9.5% | +12.5% | +3.4% |
| YTD | +29.4% | -8.7% | +38.1% | +29.9% |
| 1Y | +62.8% | -10.0% | +72.8% | +63.5% |
| 3Y | -6.4% | -24.6% | +18.2% | -5.5% |
| 5Y | +103.6% | -60.3% | +163.9% | +101.5% |
| All | +103.6% | -60.6% | +164.2% | +101.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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