+18.9%
HAL vs PCAR
+3.7%
+15.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.2% | -0.2% |
| 7D | -12.0% | +0.1% | -12.0% | -12.0% |
| 30D | +0.3% | -4.6% | +4.9% | +0.5% |
| 3M | -1.6% | -22.6% | +21.0% | -0.6% |
| 6M | -20.5% | -12.0% | -8.5% | -20.6% |
| YTD | +14.2% | -6.1% | +20.3% | +10.8% |
| 1Y | +18.9% | +6.3% | +12.5% | +13.2% |
| All | +18.9% | +3.7% | +15.2% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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