+1.2%
HAL vs MSI
+590.9%
-589.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +0.5% | -5.8% | +6.2% | +3.5% |
| 30D | +15.9% | -1.0% | +16.9% | +16.2% |
| 3M | -8.7% | +14.2% | -22.9% | -15.4% |
| 6M | +9.0% | +1.0% | +8.0% | +6.7% |
| YTD | +32.0% | +21.5% | +10.6% | +16.0% |
| 1Y | +72.5% | -2.1% | +74.6% | +70.3% |
| 3Y | -4.5% | +69.3% | -73.9% | -33.7% |
| 5Y | +109.7% | +99.3% | +10.4% | +28.0% |
| 10Y | +1.2% | +595.0% | -593.8% | -57.8% |
| All | +1.2% | +590.9% | -589.7% | -57.8% |
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