+53.2%
HAL vs PAAS
+51.0%
+2.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.1% |
| 7D | +2.6% | -7.0% | +9.7% | +3.7% |
| 30D | -0.1% | -15.3% | +15.2% | +2.2% |
| 3M | -1.1% | -27.7% | +26.6% | +3.3% |
| 6M | -20.7% | -40.5% | +19.7% | -14.9% |
| YTD | +17.5% | -26.5% | +44.0% | +19.7% |
| 1Y | +24.1% | -0.8% | +24.9% | +18.8% |
| 3Y | -8.4% | +196.9% | -205.3% | -35.6% |
| 5Y | +53.2% | +49.2% | +4.1% | +38.6% |
| All | +53.2% | +51.0% | +2.3% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling