-16.8%
HAL vs MPC
+1,145.2%
-1,162.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.4% | -0.1% | +0.8% |
| 7D | -0.2% | +2.6% | -2.8% | -2.2% |
| 30D | +1.0% | -12.2% | +13.2% | +10.2% |
| 3M | -2.1% | +20.1% | -22.2% | -16.4% |
| 6M | -17.5% | +60.6% | -78.1% | -44.1% |
| YTD | +18.1% | +150.6% | -132.4% | -44.0% |
| 1Y | +19.7% | +104.7% | -84.9% | -33.8% |
| 3Y | -7.9% | +194.5% | -202.4% | -63.2% |
| 5Y | +53.1% | +582.3% | -529.2% | -68.0% |
| 10Y | -16.8% | +1,135.3% | -1,152.0% | -88.4% |
| All | -16.8% | +1,145.2% | -1,162.0% | -88.4% |
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