+14,700.0%
MO vs HAL
+592.7%
+14,107.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -2.0% | +0.5% | -2.5% | -2.1% |
| 30D | -0.3% | +15.9% | -16.2% | -2.0% |
| 3M | -2.9% | -8.7% | +5.8% | -2.1% |
| 6M | +5.8% | +9.0% | -3.3% | +4.4% |
| YTD | +22.0% | +32.0% | -10.0% | +17.7% |
| 1Y | +10.7% | +72.5% | -61.8% | +3.4% |
| 3Y | +94.4% | -4.5% | +98.9% | +91.6% |
| 5Y | +97.2% | +109.7% | -12.5% | +73.9% |
| 10Y | +103.0% | +1.2% | +101.8% | +80.2% |
| All | +14,700.0% | +592.7% | +14,107.3% | +9,183.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling