+4,271.9%
MU vs HAL
-18.5%
+4,290.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.1% | +6.2% |
| 7D | -12.0% | -7.9% | -4.2% | -9.3% |
| 30D | -28.7% | -2.1% | -26.7% | -28.0% |
| 3M | -16.4% | +0.4% | -16.9% | -16.7% |
| 6M | -1.8% | -19.2% | +17.4% | +5.0% |
| YTD | +157.1% | +14.4% | +142.7% | +140.5% |
| 1Y | +208.5% | +18.0% | +190.5% | +185.3% |
| 3Y | +906.2% | -9.7% | +915.8% | +899.1% |
| 5Y | +893.4% | +40.1% | +853.3% | +681.4% |
| 10Y | +4,271.9% | -19.1% | +4,291.0% | +3,507.5% |
| All | +4,271.9% | -18.5% | +4,290.4% | +3,507.5% |
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