-13.5%
HAL vs MP
+104.2%
-117.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.8% | -2.9% |
| 7D | -11.1% | -19.0% | +7.9% | -9.8% |
| 30D | -2.4% | -30.5% | +28.0% | -0.1% |
| 3M | +0.8% | -29.6% | +30.4% | +2.9% |
| 6M | -22.8% | -50.4% | +27.6% | -19.5% |
| YTD | +14.5% | -33.2% | +47.7% | +16.0% |
| 1Y | +20.2% | -38.6% | +58.7% | +22.1% |
| All | -13.5% | +104.2% | -117.8% | -31.5% |
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