+105.3%
HAL vs PFG
+110.8%
-5.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | +0.4% |
| 7D | +2.9% | +5.5% | -2.6% | -0.9% |
| 30D | +17.0% | +2.4% | +14.7% | +14.9% |
| 3M | -9.7% | +13.6% | -23.2% | -17.6% |
| 6M | +8.6% | +27.9% | -19.3% | -9.2% |
| YTD | +33.0% | +35.6% | -2.6% | +6.3% |
| 1Y | +68.3% | +48.5% | +19.9% | +25.6% |
| 3Y | +0.1% | +66.9% | -66.8% | -31.9% |
| All | +105.3% | +110.8% | -5.5% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling