+105.3%
HAL vs MSCI
-6.7%
+112.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +2.9% | +0.4% | +2.5% | +2.8% |
| 30D | +17.0% | +0.6% | +16.5% | +16.8% |
| 3M | -9.7% | -7.1% | -2.6% | -8.4% |
| 6M | +8.6% | +0.8% | +7.8% | +7.7% |
| YTD | +33.0% | +1.0% | +32.0% | +31.3% |
| 1Y | +68.3% | +4.3% | +64.0% | +64.0% |
| 3Y | +0.1% | +9.9% | -9.8% | -5.0% |
| All | +105.3% | -6.7% | +112.0% | +89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling