-6.5%
HAL vs MRSH
-4.7%
-1.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.1% | -2.9% |
| 7D | -3.3% | -5.9% | +2.7% | -2.8% |
| 30D | +7.2% | -7.3% | +14.5% | +7.9% |
| 3M | -8.8% | +6.7% | -15.5% | -9.7% |
| 6M | +3.0% | +3.0% | 0.0% | +2.4% |
| YTD | +29.4% | -2.9% | +32.3% | +29.9% |
| 1Y | +62.8% | -9.0% | +71.8% | +65.4% |
| All | -6.5% | -4.7% | -1.9% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 3y: compounded portfolio wealth divided by compounded MRSH 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…
3y analysis · Full analysis span regression · 6 months rolling