+42.5%
HAL vs MP
-13.9%
+56.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.0% | +2.8% | -2.4% |
| 7D | -11.1% | -19.0% | +7.9% | -8.5% |
| 30D | -2.4% | -30.5% | +28.0% | +2.4% |
| 3M | +0.8% | -29.6% | +30.4% | +5.2% |
| 6M | -22.8% | -50.4% | +27.6% | -16.1% |
| YTD | +14.5% | -33.2% | +47.7% | +17.3% |
| 1Y | +20.2% | -38.6% | +58.7% | +23.8% |
| 3Y | -15.2% | +105.5% | -120.7% | -41.4% |
| 5Y | +42.5% | -7.8% | +50.4% | +14.9% |
| All | +42.5% | -13.9% | +56.5% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling