+105.3%
HAL vs MP
+58.1%
+47.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | +2.9% | -2.9% | +5.8% | +3.3% |
| 30D | +17.0% | +13.8% | +3.2% | +14.6% |
| 3M | -9.7% | -16.7% | +7.0% | -7.9% |
| 6M | +8.6% | -11.5% | +20.1% | +8.5% |
| YTD | +33.0% | +7.9% | +25.0% | +27.8% |
| 1Y | +68.3% | -15.0% | +83.4% | +63.5% |
| 3Y | +0.1% | +153.5% | -153.4% | -30.4% |
| All | +105.3% | +58.1% | +47.2% | +50.4% |
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 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