+595.7%
HAL vs PCG
+103.4%
+492.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.1% |
| 7D | +2.9% | -13.9% | +16.8% | +5.1% |
| 30D | +17.0% | -16.9% | +33.9% | +20.1% |
| 3M | -9.7% | -14.7% | +5.1% | -7.8% |
| 6M | +8.6% | -23.8% | +32.4% | +13.0% |
| YTD | +33.0% | -10.5% | +43.5% | +34.0% |
| 1Y | +68.3% | -5.1% | +73.4% | +67.3% |
| 3Y | +0.1% | -11.6% | +11.7% | 0.0% |
| 5Y | +102.6% | +59.0% | +43.6% | +80.4% |
| 10Y | +3.8% | -75.7% | +79.6% | +10.1% |
| All | +595.7% | +103.4% | +492.4% | +255.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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