+180.5%
MSTR vs HAL
-16.0%
+196.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -1.2% | -12.0% | +10.8% | +3.4% |
| 30D | -15.9% | +0.3% | -16.2% | -16.3% |
| 3M | +33.1% | -1.6% | +34.7% | +32.7% |
| 6M | -31.0% | -20.5% | -10.5% | -25.3% |
| YTD | -15.1% | +14.2% | -29.4% | -23.7% |
| 1Y | -45.6% | +18.9% | -64.5% | -52.2% |
| 3Y | +180.5% | -13.7% | +194.2% | +159.4% |
| All | +180.5% | -16.0% | +196.5% | +159.4% |
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 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