+39.7%
HAL vs MSCI
+3.6%
+36.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | -12.0% | +2.8% | -14.8% | -12.6% |
| 30D | +0.3% | +15.4% | -15.1% | -3.2% |
| 3M | -1.6% | +13.4% | -15.0% | -4.7% |
| 6M | -20.5% | +10.9% | -31.4% | -23.0% |
| YTD | +14.2% | +13.0% | +1.2% | +9.5% |
| 1Y | +18.9% | +12.0% | +6.8% | +14.1% |
| 3Y | -13.7% | +34.1% | -47.8% | -22.6% |
| All | +39.7% | +3.6% | +36.2% | +36.2% |
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