+5,778.3%
MU vs HAL
+1.7%
+5,776.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | +7.2% | +0.5% | +6.7% | +7.0% |
| 30D | +14.0% | +15.9% | -2.0% | +8.1% |
| 3M | +5.4% | -8.7% | +14.1% | +8.1% |
| 6M | +170.3% | +9.0% | +161.2% | +159.0% |
| YTD | +250.7% | +32.0% | +218.6% | +212.0% |
| 1Y | +662.1% | +72.5% | +589.6% | +512.1% |
| 3Y | +1,341.2% | -4.5% | +1,345.8% | +1,296.4% |
| 5Y | +1,319.3% | +109.7% | +1,209.7% | +857.0% |
| 10Y | +5,778.3% | +1.2% | +5,777.1% | +4,238.8% |
| All | +5,778.3% | +1.7% | +5,776.6% | +4,238.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling