+68.3%
HAL vs MPC
+120.1%
-51.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.9% | +5.4% | -2.5% | +0.3% |
| 30D | +17.0% | +31.0% | -13.9% | +2.1% |
| 3M | -9.7% | +46.0% | -55.7% | -25.8% |
| 6M | +8.6% | +77.3% | -68.7% | -19.5% |
| YTD | +33.0% | +141.9% | -108.9% | -19.6% |
| 1Y | +68.3% | +120.9% | -52.6% | +5.3% |
| All | +68.3% | +120.1% | -51.8% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 1y: compounded portfolio wealth divided by compounded MPC 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…
1y analysis · Full analysis span regression · 6 months rolling