-13.7%
HAL vs MP
+114.3%
-128.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.6% |
| 7D | -12.0% | -10.5% | -1.5% | -11.3% |
| 30D | +0.3% | -23.5% | +23.8% | +2.0% |
| 3M | -1.6% | -25.4% | +23.8% | +0.1% |
| 6M | -20.5% | -51.3% | +30.8% | -17.0% |
| YTD | +14.2% | -29.9% | +44.1% | +15.3% |
| 1Y | +18.9% | -31.8% | +50.7% | +19.9% |
| 3Y | -13.7% | +127.0% | -140.7% | -31.9% |
| All | -13.7% | +114.3% | -128.1% | -31.9% |
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