+847.8%
MU vs HAL
+41.5%
+806.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -22.0% | -12.0% | -10.0% | -18.9% |
| 30D | -36.6% | +0.3% | -36.9% | -36.5% |
| 3M | -21.7% | -1.6% | -20.1% | -21.4% |
| 6M | +3.5% | -20.5% | +24.0% | +10.2% |
| YTD | +141.9% | +14.2% | +127.7% | +128.1% |
| 1Y | +189.8% | +18.9% | +171.0% | +169.9% |
| 3Y | +855.4% | -13.7% | +869.1% | +817.6% |
| All | +847.8% | +41.5% | +806.4% | +677.6% |
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