+186.6%
MU vs HAL
+17.0%
+169.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -15.2% | -6.5% | -8.7% | -14.2% |
| 30D | -29.5% | -2.1% | -27.4% | -28.8% |
| 3M | -15.8% | -4.9% | -10.9% | -14.3% |
| 6M | -2.9% | -19.3% | +16.4% | -0.7% |
| YTD | +154.2% | +14.3% | +139.9% | +132.2% |
| 1Y | +186.6% | +17.3% | +169.3% | +160.4% |
| All | +186.6% | +17.0% | +169.6% | +160.4% |
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 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