+950.8%
MU vs HAL
-5.8%
+956.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -3.9% |
| 7D | +12.8% | +6.1% | +6.7% | +10.0% |
| 30D | -14.9% | +2.9% | -17.8% | -15.6% |
| 3M | -18.0% | +3.3% | -21.4% | -19.1% |
| 6M | -3.1% | -16.9% | +13.8% | +4.2% |
| YTD | +172.9% | +21.2% | +151.7% | +139.4% |
| 1Y | +228.8% | +27.5% | +201.3% | +181.0% |
| 3Y | +950.8% | -6.4% | +957.3% | +851.1% |
| All | +950.8% | -5.8% | +956.6% | +851.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling