+179.6%
HAL vs MKTX
+1,445.7%
-1,266.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | +15.9% | +1.0% | +15.0% | +15.7% |
| 3M | -8.7% | +41.3% | -50.0% | -16.8% |
| 6M | +9.0% | -11.3% | +20.4% | +10.7% |
| YTD | +32.0% | -8.6% | +40.6% | +32.7% |
| 1Y | +72.5% | -11.1% | +83.5% | +74.1% |
| 3Y | -4.5% | -24.5% | +20.0% | -3.1% |
| 5Y | +109.7% | -61.4% | +171.1% | +144.5% |
| 10Y | +1.2% | +6.8% | -5.6% | -15.9% |
| All | +179.6% | +1,445.7% | -1,266.0% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling