-9.7%
HAL vs PFG
+84.7%
-94.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.9% | -2.1% |
| 7D | -7.9% | +2.3% | -10.2% | -9.2% |
| 30D | -2.1% | +7.6% | -9.7% | -6.3% |
| 3M | +0.4% | +2.5% | -2.1% | -1.7% |
| 6M | -19.2% | +16.6% | -35.9% | -27.6% |
| YTD | +14.4% | +34.1% | -19.7% | -7.6% |
| 1Y | +18.0% | +44.1% | -26.1% | -9.7% |
| 3Y | -9.7% | +86.3% | -96.0% | -43.8% |
| All | -9.7% | +84.7% | -94.4% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling