+4,598.6%
MU vs HAL
-16.1%
+4,614.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.4% | +8.5% | +10.7% |
| 7D | +2.0% | -0.2% | +2.2% | +2.4% |
| 30D | -18.0% | +1.0% | -19.0% | -18.0% |
| 3M | -6.6% | -2.1% | -4.5% | -5.8% |
| 6M | +2.0% | -17.5% | +19.5% | +8.4% |
| YTD | +184.5% | +18.1% | +166.3% | +163.3% |
| 1Y | +236.9% | +19.7% | +217.1% | +210.3% |
| 3Y | +987.0% | -7.9% | +994.9% | +972.7% |
| 5Y | +1,014.6% | +53.1% | +961.6% | +749.0% |
| All | +4,598.6% | -16.1% | +4,614.6% | +3,732.2% |
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