-10.9%
HAL vs PCOR
+52.3%
-63.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -6.5% | +20.7% | -27.2% | -9.8% |
| 30D | -2.1% | +35.7% | -37.8% | -7.7% |
| 3M | -4.9% | +31.1% | -35.9% | -10.1% |
| 6M | -19.3% | +43.1% | -62.4% | -25.5% |
| YTD | +14.3% | +4.8% | +9.5% | +13.7% |
| 1Y | +17.3% | -3.7% | +21.0% | +20.0% |
| 3Y | -10.9% | +46.5% | -57.4% | -25.2% |
| All | -10.9% | +52.3% | -63.2% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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