+24.8%
HAL vs MP
-40.8%
+65.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +3.3% |
| 7D | -0.2% | +2.3% | -2.5% | -0.4% |
| 30D | +1.0% | -15.3% | +16.3% | +1.9% |
| 3M | -2.1% | -33.5% | +31.4% | 0.0% |
| 6M | -17.5% | -45.5% | +28.0% | -14.6% |
| YTD | +18.1% | -27.3% | +45.4% | +16.4% |
| All | +24.8% | -40.8% | +65.5% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling