+68.3%
HAL vs PAAS
+54.7%
+13.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.6% |
| 7D | +2.9% | -2.9% | +5.8% | +2.9% |
| 30D | +17.0% | +6.8% | +10.2% | +17.0% |
| 3M | -9.7% | -2.9% | -6.8% | -9.3% |
| 6M | +8.6% | -16.4% | +25.1% | +9.4% |
| YTD | +33.0% | 0.0% | +33.0% | +34.6% |
| 1Y | +68.3% | +54.3% | +14.0% | +71.5% |
| All | +68.3% | +54.7% | +13.6% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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