+517.0%
MA vs HAL
+2.9%
+514.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -2.7% | +2.9% | -5.6% | -3.4% |
| 30D | +1.5% | +17.0% | -15.5% | -2.2% |
| 3M | +20.4% | -9.7% | +30.1% | +22.7% |
| 6M | +11.1% | +8.6% | +2.5% | +7.9% |
| YTD | +2.0% | +33.0% | -31.0% | -6.1% |
| 1Y | -2.2% | +68.3% | -70.5% | -15.5% |
| 3Y | +41.9% | +0.1% | +41.8% | +35.8% |
| 5Y | +75.4% | +102.6% | -27.3% | +31.9% |
| All | +517.0% | +2.9% | +514.0% | +319.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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