-19.1%
HAL vs MPC
+1,165.8%
-1,184.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -3.3% |
| 7D | -7.9% | -9.4% | +1.5% | -1.3% |
| 30D | -2.1% | -14.3% | +12.3% | +8.8% |
| 3M | +0.4% | +31.1% | -30.7% | -19.9% |
| 6M | -19.2% | +60.3% | -79.5% | -45.2% |
| YTD | +14.4% | +142.5% | -128.2% | -44.4% |
| 1Y | +18.0% | +104.6% | -86.6% | -34.8% |
| 3Y | -9.7% | +191.7% | -201.4% | -63.7% |
| 5Y | +40.1% | +549.2% | -509.1% | -69.5% |
| 10Y | -19.1% | +1,106.2% | -1,125.3% | -88.5% |
| All | -19.1% | +1,165.8% | -1,184.9% | -88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling