+2,812.9%
MMM vs HAL
+597.8%
+2,215.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -3.3% | +2.9% | -6.3% | -3.8% |
| 30D | -7.0% | +17.0% | -24.1% | -9.8% |
| 3M | +10.8% | -9.7% | +20.5% | +12.3% |
| 6M | +5.8% | +8.6% | -2.9% | +3.3% |
| YTD | +6.8% | +33.0% | -26.2% | +0.4% |
| 1Y | +10.4% | +68.3% | -57.9% | -0.8% |
| 3Y | +104.7% | +0.1% | +104.6% | +98.7% |
| 5Y | +23.6% | +102.6% | -79.1% | +2.3% |
| 10Y | +54.1% | +3.8% | +50.3% | +29.6% |
| All | +2,812.9% | +597.8% | +2,215.1% | +1,501.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling