-19.1%
HAL vs PAAS
+178.0%
-197.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | -0.4% |
| 7D | -7.9% | +8.8% | -16.7% | -9.4% |
| 30D | -2.1% | -8.5% | +6.4% | -0.7% |
| 3M | +0.4% | -17.0% | +17.4% | +3.3% |
| 6M | -19.2% | -27.9% | +8.6% | -15.4% |
| YTD | +14.4% | -17.5% | +31.8% | +14.7% |
| 1Y | +18.0% | +22.8% | -4.9% | +8.5% |
| 3Y | -9.7% | +224.2% | -233.9% | -36.2% |
| 5Y | +40.1% | +73.6% | -33.5% | +10.3% |
| 10Y | -19.1% | +186.4% | -205.5% | -45.7% |
| All | -19.1% | +178.0% | -197.1% | -45.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling