+74.2%
HAL vs PBF
+172.0%
-97.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.3% | +1.4% | -2.7% | -1.6% |
| 30D | +10.9% | +15.8% | -5.0% | +7.5% |
| 3M | -5.8% | +90.3% | -96.1% | -18.4% |
| 6M | +8.1% | +102.8% | -94.7% | -8.2% |
| YTD | +33.2% | +187.3% | -154.1% | +1.5% |
| 1Y | +74.2% | +161.8% | -87.7% | +35.9% |
| All | +74.2% | +172.0% | -97.8% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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