+158.4%
MMM vs HAL
-5.8%
+164.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.5% |
| 7D | -0.4% | +6.1% | -6.5% | -1.5% |
| 30D | +12.1% | +2.9% | +9.3% | +11.3% |
| 3M | +1.4% | +3.3% | -1.9% | +0.4% |
| 6M | +26.6% | -16.9% | +43.5% | +30.9% |
| YTD | +16.8% | +21.2% | -4.4% | +8.7% |
| 1Y | +10.1% | +27.5% | -17.5% | +0.9% |
| 3Y | +158.4% | -6.4% | +164.9% | +133.7% |
| All | +158.4% | -5.8% | +164.2% | +133.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling