+17.4%
HAL vs PH
+13.9%
+3.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | +0.1% |
| 7D | -7.9% | +3.0% | -10.9% | -7.9% |
| 30D | -2.1% | -0.6% | -1.4% | -2.0% |
| 3M | +0.4% | -10.7% | +11.2% | +0.5% |
| 6M | -19.2% | +9.1% | -28.3% | -19.7% |
| YTD | +14.4% | +9.5% | +4.9% | +9.8% |
| All | +17.4% | +13.9% | +3.5% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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