+68.3%
HAL vs PBR
+70.4%
-2.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.3% |
| 7D | +2.9% | +8.6% | -5.6% | -1.3% |
| 30D | +17.0% | +12.8% | +4.2% | +10.1% |
| 3M | -9.7% | +14.7% | -24.3% | -16.0% |
| 6M | +8.6% | +25.2% | -16.5% | -2.9% |
| YTD | +33.0% | +77.1% | -44.2% | -1.8% |
| 1Y | +68.3% | +69.6% | -1.2% | +27.0% |
| All | +68.3% | +70.4% | -2.1% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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