-9.0%
HAL vs PDD
+213.3%
-222.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -12.0% | +5.6% | -17.6% | -12.4% |
| 30D | +0.3% | +5.8% | -5.5% | -0.2% |
| 3M | -1.6% | -8.6% | +7.0% | -1.0% |
| 6M | -20.5% | -18.8% | -1.6% | -19.3% |
| YTD | +14.2% | -26.8% | +41.0% | +16.7% |
| 1Y | +18.9% | -39.3% | +58.1% | +23.3% |
| 3Y | -13.7% | -22.5% | +8.8% | -13.9% |
| 5Y | +42.2% | -0.8% | +42.9% | +35.8% |
| All | -9.0% | +213.3% | -222.3% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling