+172.8%
HAL vs MP
+257.7%
-84.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -1.0% |
| 7D | -12.0% | -10.5% | -1.5% | -10.6% |
| 30D | +0.3% | -23.5% | +23.8% | +4.0% |
| 3M | -1.6% | -25.4% | +23.8% | +2.0% |
| 6M | -20.5% | -51.3% | +30.8% | -13.1% |
| YTD | +14.2% | -29.9% | +44.1% | +16.4% |
| 1Y | +18.9% | -31.8% | +50.7% | +20.9% |
| 3Y | -13.7% | +127.0% | -140.7% | -38.7% |
| 5Y | +42.2% | -3.3% | +45.5% | +16.3% |
| All | +172.8% | +257.7% | -84.9% | +59.8% |
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