+18.9%
HAL vs MSCI
+3,169.6%
-3,150.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.7% | -0.5% | -2.0% |
| 7D | -11.1% | +6.0% | -17.1% | -13.6% |
| 30D | -2.4% | +18.2% | -20.6% | -9.9% |
| 3M | +0.8% | +15.1% | -14.3% | -6.0% |
| 6M | -22.8% | +13.7% | -36.5% | -28.4% |
| YTD | +14.5% | +15.6% | -1.1% | +4.2% |
| 1Y | +20.2% | +16.3% | +3.8% | +8.9% |
| 3Y | -15.2% | +36.9% | -52.1% | -31.3% |
| 5Y | +42.5% | +6.3% | +36.2% | +24.1% |
| 10Y | -16.5% | +823.0% | -839.5% | -76.2% |
| All | +18.9% | +3,169.6% | -3,150.7% | -84.2% |
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 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