+111.9%
HAL vs PEG
+33.9%
+78.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.3% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +10.9% | -1.7% | +12.6% | +11.5% |
| 3M | -5.8% | -6.8% | +0.9% | -3.7% |
| 6M | +8.1% | -11.4% | +19.5% | +12.3% |
| YTD | +33.2% | -7.2% | +40.4% | +35.6% |
| 1Y | +74.2% | -6.1% | +80.3% | +75.7% |
| 3Y | -3.7% | +31.8% | -35.5% | -16.7% |
| 5Y | +111.9% | +35.6% | +76.3% | +84.8% |
| All | +111.9% | +33.9% | +78.0% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling