+105.3%
HAL vs PDD
-22.7%
+127.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.6% |
| 7D | +2.9% | -4.1% | +7.0% | +3.2% |
| 30D | +17.0% | -9.6% | +26.6% | +17.9% |
| 3M | -9.7% | -4.3% | -5.4% | -9.5% |
| 6M | +8.6% | -18.8% | +27.4% | +10.0% |
| YTD | +33.0% | -27.5% | +60.5% | +35.7% |
| 1Y | +68.3% | -33.6% | +101.9% | +72.9% |
| 3Y | +0.1% | -20.4% | +20.5% | 0.0% |
| All | +105.3% | -22.7% | +127.9% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 5y: compounded portfolio wealth divided by compounded PDD 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…
5y analysis · Full analysis span regression · 6 months rolling