+20.9%
HAL vs MSFU
+93.3%
-72.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.1% |
| 7D | -12.0% | +2.5% | -14.4% | -12.3% |
| 30D | +0.3% | -1.3% | +1.6% | +0.2% |
| 3M | -1.6% | +8.6% | -10.3% | -2.6% |
| 6M | -20.5% | +48.4% | -68.9% | -24.2% |
| YTD | +14.2% | +1.6% | +12.7% | +13.6% |
| 1Y | +18.9% | -5.8% | +24.6% | +19.4% |
| 3Y | -13.7% | +30.9% | -44.7% | -21.7% |
| All | +20.9% | +93.3% | -72.5% | +4.5% |
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