+74.2%
HAL vs PEG
-5.7%
+79.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.8% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +10.9% | -1.7% | +12.6% | +10.7% |
| 3M | -5.8% | -6.8% | +0.9% | -6.2% |
| 6M | +8.1% | -11.4% | +19.5% | +7.3% |
| YTD | +33.2% | -7.2% | +40.4% | +32.0% |
| 1Y | +74.2% | -6.1% | +80.3% | +67.9% |
| All | +74.2% | -5.7% | +79.8% | +67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 1y: compounded portfolio wealth divided by compounded PEG 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…
1y analysis · Full analysis span regression · 6 months rolling