-6.4%
HAL vs PH
+135.5%
-142.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +6.1% | +4.3% | +1.7% | +4.1% |
| 30D | +2.9% | +0.1% | +2.8% | +2.5% |
| 3M | +3.3% | -9.4% | +12.7% | +7.6% |
| 6M | -16.9% | +8.8% | -25.7% | -21.7% |
| YTD | +21.2% | +9.6% | +11.6% | +11.6% |
| 1Y | +27.5% | +14.4% | +13.1% | +14.2% |
| 3Y | -6.4% | +134.5% | -141.0% | -45.7% |
| All | -6.4% | +135.5% | -142.0% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling