+74.2%
HAL vs PFG
+47.8%
+26.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.0% |
| 7D | -1.3% | +3.2% | -4.5% | -1.9% |
| 30D | +10.9% | +0.9% | +9.9% | +10.7% |
| 3M | -5.8% | +7.7% | -13.6% | -7.2% |
| 6M | +8.1% | +29.0% | -20.8% | +1.1% |
| YTD | +33.2% | +32.5% | +0.7% | +22.5% |
| 1Y | +74.2% | +47.3% | +26.9% | +60.6% |
| All | +74.2% | +47.8% | +26.4% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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