-9.7%
HAL vs MTB
+103.9%
-113.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -0.9% |
| 7D | -7.9% | -0.8% | -7.1% | -7.6% |
| 30D | -2.1% | +2.4% | -4.5% | -3.3% |
| 3M | +0.4% | -10.5% | +10.9% | +5.4% |
| 6M | -19.2% | +6.4% | -25.7% | -22.5% |
| YTD | +14.4% | +12.8% | +1.5% | +5.5% |
| 1Y | +18.0% | +23.3% | -5.3% | +3.7% |
| 3Y | -9.7% | +108.2% | -117.9% | -34.9% |
| All | -9.7% | +103.9% | -113.6% | -34.9% |
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