+3.2%
HAL vs PAAS
+200.1%
-196.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | +2.9% | -2.9% | +5.8% | +3.5% |
| 30D | +17.0% | +6.8% | +10.2% | +15.2% |
| 3M | -9.7% | -2.9% | -6.8% | -9.9% |
| 6M | +8.6% | -16.4% | +25.1% | +10.5% |
| YTD | +33.0% | 0.0% | +33.0% | +29.2% |
| 1Y | +68.3% | +54.3% | +14.0% | +47.4% |
| 3Y | +0.1% | +230.7% | -230.6% | -29.2% |
| 5Y | +102.6% | +111.6% | -9.0% | +53.7% |
| All | +3.2% | +200.1% | -196.9% | -29.9% |
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