-20.8%
HAL vs MPC
+1,105.8%
-1,126.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -6.5% | -8.8% | +2.4% | -0.2% |
| 30D | -2.1% | -14.4% | +12.3% | +8.8% |
| 3M | -4.9% | +21.9% | -26.8% | -19.9% |
| 6M | -19.3% | +60.1% | -79.4% | -45.2% |
| YTD | +14.3% | +142.3% | -128.0% | -44.4% |
| 1Y | +17.3% | +101.7% | -84.4% | -34.5% |
| 3Y | -10.9% | +184.8% | -195.7% | -63.5% |
| 5Y | +47.4% | +564.6% | -517.2% | -68.5% |
| 10Y | -20.8% | +1,098.3% | -1,119.1% | -88.8% |
| All | -20.8% | +1,105.8% | -1,126.6% | -88.8% |
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