+1,315.7%
MU vs HAL
+104.8%
+1,210.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | +9.0% | +2.9% | +6.0% | +8.1% |
| 30D | +13.8% | +17.0% | -3.2% | +8.7% |
| 3M | +2.1% | -9.7% | +11.7% | +4.8% |
| 6M | +153.8% | +8.6% | +145.2% | +145.2% |
| YTD | +256.4% | +33.0% | +223.4% | +222.0% |
| 1Y | +719.8% | +68.3% | +651.4% | +585.1% |
| 3Y | +1,360.4% | +0.1% | +1,360.3% | +1,243.5% |
| All | +1,315.7% | +104.8% | +1,210.9% | +964.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling