+28.3%
HAL vs MSFU
+88.0%
-59.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.1% |
| 7D | +6.1% | -2.8% | +8.9% | +6.3% |
| 30D | +2.9% | -5.3% | +8.2% | +3.2% |
| 3M | +3.3% | +7.2% | -3.9% | +2.3% |
| 6M | -16.9% | +51.0% | -67.9% | -21.0% |
| YTD | +21.2% | -1.2% | +22.4% | +20.8% |
| 1Y | +27.5% | -10.3% | +37.9% | +28.9% |
| 3Y | -6.4% | +22.2% | -28.7% | -14.4% |
| All | +28.3% | +88.0% | -59.8% | +11.1% |
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