-4.5%
HAL vs MTB
+118.5%
-123.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +0.5% | +2.8% | -2.3% | -0.7% |
| 30D | +15.9% | -4.2% | +20.1% | +18.0% |
| 3M | -8.7% | +7.8% | -16.5% | -12.2% |
| 6M | +9.0% | +14.8% | -5.8% | +1.3% |
| YTD | +32.0% | +20.8% | +11.2% | +19.1% |
| 1Y | +72.5% | +23.1% | +49.3% | +53.9% |
| 3Y | -4.5% | +114.8% | -119.4% | -28.6% |
| All | -4.5% | +118.5% | -123.1% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling