+180.6%
HAL vs MP
+278.3%
-97.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.5% | -0.8% |
| 7D | +2.6% | +11.0% | -8.4% | +1.0% |
| 30D | -0.1% | -11.7% | +11.6% | +1.5% |
| 3M | -1.1% | -30.8% | +29.7% | +3.6% |
| 6M | -20.7% | -42.9% | +22.2% | -15.3% |
| YTD | +17.5% | -25.9% | +43.4% | +18.7% |
| 1Y | +24.1% | -37.3% | +61.4% | +28.1% |
| 3Y | -8.4% | +150.7% | -159.1% | -36.0% |
| 5Y | +53.2% | -19.3% | +72.5% | +29.4% |
| All | +180.6% | +278.3% | -97.6% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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