+265.1%
MU vs HAL
+25.6%
+239.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.1% | -3.9% | -6.6% |
| 7D | -19.1% | -7.7% | -11.4% | -18.3% |
| 30D | -25.2% | +0.7% | -25.9% | -25.0% |
| 3M | -10.9% | +2.5% | -13.4% | -10.4% |
| 6M | +38.0% | -20.7% | +58.7% | +40.6% |
| YTD | +178.8% | +18.4% | +160.4% | +151.4% |
| 1Y | +265.1% | +25.6% | +239.6% | +218.3% |
| All | +265.1% | +25.6% | +239.6% | +218.3% |
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