+499.1%
HAL vs PCAR
+12,836.9%
-12,337.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -2.6% |
| 7D | -11.1% | +2.2% | -13.2% | -12.0% |
| 30D | -2.4% | -4.4% | +2.0% | -0.7% |
| 3M | +0.8% | -21.4% | +22.2% | +11.4% |
| 6M | -22.8% | -7.3% | -15.5% | -21.2% |
| YTD | +14.5% | -3.8% | +18.3% | +14.1% |
| 1Y | +20.2% | +6.3% | +13.9% | +14.4% |
| 3Y | -15.2% | +34.4% | -49.5% | -27.6% |
| 5Y | +42.5% | +109.2% | -66.7% | 0.0% |
| 10Y | -16.5% | +312.9% | -329.4% | -53.5% |
| All | +499.1% | +12,836.9% | -12,337.8% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling