+39.7%
HAL vs MSFU
+72.2%
-32.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.5% |
| 7D | +0.5% | -3.2% | +3.6% | +0.7% |
| 30D | +15.9% | -3.1% | +19.1% | +16.2% |
| 3M | -8.7% | +35.3% | -44.0% | -11.7% |
| 6M | +9.0% | +31.6% | -22.5% | +5.1% |
| YTD | +32.0% | -9.5% | +41.5% | +33.0% |
| 1Y | +72.5% | -18.4% | +90.9% | +76.2% |
| 3Y | -4.5% | +26.9% | -31.5% | -13.4% |
| All | +39.7% | +72.2% | -32.5% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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