+2.9%
HAL vs MLM
+199.9%
-197.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.2% |
| 7D | +2.9% | -2.9% | +5.8% | +4.5% |
| 30D | +17.0% | -6.8% | +23.9% | +21.3% |
| 3M | -9.7% | -11.2% | +1.6% | -5.2% |
| 6M | +8.6% | -21.8% | +30.5% | +21.2% |
| YTD | +33.0% | -17.0% | +50.0% | +42.3% |
| 1Y | +68.3% | -16.4% | +84.7% | +78.4% |
| 3Y | +0.1% | +14.5% | -14.4% | -15.0% |
| 5Y | +102.6% | +41.7% | +60.9% | +44.0% |
| All | +2.9% | +199.9% | -197.0% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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