-19.1%
HAL vs MSI
+689.5%
-708.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -1.2% |
| 7D | -7.9% | +8.3% | -16.2% | -11.8% |
| 30D | -2.1% | +18.9% | -20.9% | -10.5% |
| 3M | +0.4% | +13.2% | -12.8% | -6.2% |
| 6M | -19.2% | +38.3% | -57.5% | -32.6% |
| YTD | +14.4% | +38.9% | -24.5% | -6.4% |
| 1Y | +18.0% | +36.7% | -18.7% | -2.6% |
| 3Y | -9.7% | +76.6% | -86.2% | -38.0% |
| 5Y | +40.1% | +124.5% | -84.3% | -19.4% |
| 10Y | -19.1% | +674.5% | -693.6% | -68.9% |
| All | -19.1% | +689.5% | -708.6% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling