+39.7%
HAL vs MP
-5.6%
+45.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.9% |
| 7D | -12.0% | -10.5% | -1.5% | -10.6% |
| 30D | +0.3% | -23.5% | +23.8% | +3.8% |
| 3M | -1.6% | -25.4% | +23.8% | +1.9% |
| 6M | -20.5% | -51.3% | +30.8% | -13.3% |
| YTD | +14.2% | -29.9% | +44.1% | +16.2% |
| 1Y | +18.9% | -31.8% | +50.7% | +20.6% |
| 3Y | -13.7% | +127.0% | -140.7% | -41.9% |
| All | +39.7% | -5.6% | +45.3% | +15.2% |
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