+57.9%
HAL vs PCOR
-10.0%
+67.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -11.1% | +23.7% | -34.8% | -14.1% |
| 30D | -2.4% | +39.0% | -41.4% | -7.5% |
| 3M | +0.8% | +35.8% | -35.0% | -4.4% |
| 6M | -22.8% | +38.2% | -61.0% | -27.3% |
| YTD | +14.5% | +3.9% | +10.6% | +12.2% |
| 1Y | +20.2% | +5.7% | +14.5% | +17.2% |
| 3Y | -15.2% | +44.8% | -59.9% | -21.9% |
| 5Y | +42.5% | -19.8% | +62.3% | +34.7% |
| All | +57.9% | -10.0% | +67.9% | +51.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling