-2.5%
HAL vs PCAR
+66.6%
-69.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.7% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | +17.0% | -6.2% | +23.3% | +20.1% |
| 3M | -9.7% | +5.9% | -15.5% | -12.8% |
| 6M | +8.6% | +0.4% | +8.2% | +6.9% |
| YTD | +33.0% | +14.8% | +18.2% | +21.2% |
| 1Y | +68.3% | +30.1% | +38.2% | +42.5% |
| All | -2.5% | +66.6% | -69.0% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling