-56.4%
MSTR vs HAL
+74.7%
-131.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +12.2% | +2.9% | +9.2% | +11.7% |
| 30D | +45.2% | +17.0% | +28.1% | +41.8% |
| 3M | +10.4% | -9.7% | +20.0% | +14.1% |
| 6M | -2.5% | +8.6% | -11.1% | -6.2% |
| YTD | -6.0% | +33.0% | -39.0% | -15.6% |
| 1Y | -56.4% | +68.3% | -124.7% | -62.4% |
| All | -56.4% | +74.7% | -131.1% | -62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling