-18.6%
HAL vs PAAS
+192.1%
-210.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.7% | -0.5% |
| 7D | -12.0% | +8.4% | -20.4% | -13.4% |
| 30D | +0.3% | -7.2% | +7.5% | +1.4% |
| 3M | -1.6% | -14.0% | +12.4% | +0.4% |
| 6M | -20.5% | -26.8% | +6.3% | -17.0% |
| YTD | +14.2% | -19.8% | +34.0% | +15.1% |
| 1Y | +18.9% | +22.8% | -4.0% | +9.2% |
| 3Y | -13.7% | +183.6% | -197.4% | -37.3% |
| 5Y | +42.2% | +73.8% | -31.6% | +11.7% |
| All | -18.6% | +192.1% | -210.7% | -45.3% |
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