+595.7%
HAL vs PEG
+2,907.1%
-2,311.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | +2.9% | +0.7% | +2.2% | +2.5% |
| 30D | +17.0% | -2.4% | +19.5% | +18.5% |
| 3M | -9.7% | -4.8% | -4.9% | -7.6% |
| 6M | +8.6% | -10.7% | +19.3% | +14.7% |
| YTD | +33.0% | -6.7% | +39.7% | +36.6% |
| 1Y | +68.3% | -6.8% | +75.2% | +72.2% |
| 3Y | +0.1% | +34.5% | -34.4% | -18.8% |
| 5Y | +102.6% | +35.8% | +66.9% | +61.0% |
| 10Y | +3.8% | +141.7% | -137.9% | -39.6% |
| All | +595.7% | +2,907.1% | -2,311.3% | +51.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling