-2.5%
HAL vs MP
+154.2%
-156.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | +2.9% | -2.9% | +5.8% | +3.1% |
| 30D | +17.0% | +13.8% | +3.2% | +15.9% |
| 3M | -9.7% | -16.7% | +7.0% | -8.8% |
| 6M | +8.6% | -11.5% | +20.1% | +8.6% |
| YTD | +33.0% | +7.9% | +25.0% | +30.6% |
| 1Y | +68.3% | -15.0% | +83.4% | +65.7% |
| All | -2.5% | +154.2% | -156.7% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling