-19.1%
HAL vs MSCI
+799.4%
-818.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -7.9% | +1.5% | -9.3% | -8.6% |
| 30D | -2.1% | +14.4% | -16.5% | -7.6% |
| 3M | +0.4% | +15.2% | -14.8% | -5.7% |
| 6M | -19.2% | +11.2% | -30.5% | -23.8% |
| YTD | +14.4% | +13.9% | +0.4% | +5.7% |
| 1Y | +18.0% | +12.5% | +5.5% | +9.6% |
| 3Y | -9.7% | +32.3% | -42.0% | -24.6% |
| 5Y | +40.1% | +4.9% | +35.3% | +26.0% |
| 10Y | -19.1% | +779.7% | -798.8% | -67.6% |
| All | -19.1% | +799.4% | -818.5% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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