+22.7%
HAL vs MSCI
+3,197.7%
-3,175.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.7% | +2.6% | +3.0% |
| 7D | -0.2% | -1.9% | +1.7% | +0.7% |
| 30D | +1.0% | +16.5% | -15.5% | -6.1% |
| 3M | -2.1% | +18.2% | -20.3% | -9.9% |
| 6M | -17.5% | +14.0% | -31.4% | -23.6% |
| YTD | +18.1% | +16.6% | +1.5% | +7.0% |
| 1Y | +19.7% | +14.8% | +4.9% | +9.2% |
| 3Y | -7.9% | +33.3% | -41.2% | -24.4% |
| 5Y | +53.1% | +9.1% | +44.0% | +31.5% |
| 10Y | -16.8% | +820.4% | -837.1% | -76.2% |
| All | +22.7% | +3,197.7% | -3,175.0% | -83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling