+2.6%
HAL vs PGR
+825.1%
-822.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | +8.2% | +4.9% | +3.2% | +5.5% |
| 3M | -9.4% | +7.6% | -17.1% | -13.6% |
| 6M | +0.6% | +8.3% | -7.6% | -4.7% |
| YTD | +28.6% | +1.7% | +26.8% | +25.0% |
| 1Y | +63.9% | -6.8% | +70.7% | +66.0% |
| 3Y | -7.1% | +73.4% | -80.6% | -36.6% |
| 5Y | +102.3% | +161.2% | -58.9% | +2.6% |
| All | +2.6% | +825.1% | -822.5% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 10y: compounded portfolio wealth divided by compounded PGR 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…
10y analysis · Full analysis span regression · 6 months rolling