-13.7%
HAL vs MLM
+18.7%
-32.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.1% |
| 7D | -12.0% | -4.1% | -7.9% | -11.2% |
| 30D | +0.3% | +8.2% | -7.9% | -1.5% |
| 3M | -1.6% | -3.6% | +2.0% | -1.1% |
| 6M | -20.5% | -15.6% | -4.9% | -17.7% |
| YTD | +14.2% | -16.4% | +30.7% | +17.3% |
| 1Y | +18.9% | -14.3% | +33.2% | +20.7% |
| 3Y | -13.7% | +19.3% | -33.0% | -20.6% |
| All | -13.7% | +18.7% | -32.4% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling