-14.9%
HAL vs MSCI
+811.9%
-826.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.3% | +1.8% | +2.6% |
| 7D | +6.1% | +3.0% | +3.1% | +4.8% |
| 30D | +2.9% | +17.8% | -14.9% | -4.0% |
| 3M | +3.3% | +15.2% | -11.8% | -2.9% |
| 6M | -16.9% | +16.5% | -33.4% | -23.1% |
| YTD | +21.2% | +16.4% | +4.8% | +11.1% |
| 1Y | +27.5% | +16.8% | +10.7% | +16.6% |
| 3Y | -6.4% | +35.8% | -42.2% | -22.7% |
| 5Y | +58.0% | +7.0% | +51.0% | +40.9% |
| All | -14.9% | +811.9% | -826.7% | -64.8% |
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