+40.4%
MSTR vs HAL
+58.8%
-18.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.6% | -3.6% |
| 7D | -13.4% | +6.1% | -19.5% | -15.4% |
| 30D | -22.1% | +2.9% | -25.0% | -23.1% |
| 3M | +15.0% | +3.3% | +11.6% | +12.7% |
| 6M | -37.3% | -16.9% | -20.4% | -33.4% |
| YTD | -26.5% | +21.2% | -47.7% | -34.5% |
| 1Y | -46.5% | +27.5% | -74.0% | -53.4% |
| 3Y | +121.1% | -6.4% | +127.5% | +109.6% |
| All | +40.4% | +58.8% | -18.4% | +1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling